I wonder if the Plant 2 ramp up is going a bit better than they are letting on with their timeframes as I think I speak for most of us when I say we weren't expecting a second sale of ore so quickly? Especially given inventory stocks and the method in which they are gaining this excess feed as per my previous post?
If they were able to get 1 shipment out every 30 days of 10kt netting $15-20m AUD it could be a gross margin of ~$10-15m (really hard to accurately predict costs on this) it could net us ~$30-40m by December 31 - that's really, really solid for simple excess waste and really helps with covering ramp up costs.
Numbers are back of napkin naturally given we're not privy to Plant 2 opex atm.
I wonder if the Plant 2 ramp up is going a bit better than they...
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