AEV 0.00% 1.0¢ avenira limited

interview with water truck driver at wonarah, page-5

  1. 1,694 Posts.
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    Not sure where the 5mt comes from - its not the first mp3 but I haven't listened to the 2nd one yet and the URL does suggest a 2008 date though so it may be very out of date.

    I still want MAK to come out and explain to existing holders what it thinks ballpark the opex cost of sandpiper/meob may be. The hints from BON were that sub $50 a tonne ($26 US t to port storage is mentioned by Jan de Nul's in the report BON commissioned) is realistic. If this is so then Wonarah has to be postponed; if not and the costs are similar to W, then MAK really should be saving its bullets (dilution) for capex to get W toward production. Remember even for DSO they need at least $60m (excluding cash flow/contingencies) to produce the first ton.

    AD needs to come out and clarify this so shareholders can confidently partake of the SPP.
 
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