The presentation highlights the mine CAPEX $250m but no mention of the infrastructure CAPEX as they have done in previous presentations, this is clearly a sign that they will not be the ones paying for the infrastructure solution...and therefore will not need to seek any funding for it...Might be a user pay system or JV with offtake agreement...
they must be a lot closer to a solution on the infrastructure if they are now including only the CAPEX for the mine in the presentation.....
Raising $250m shouldn't that much of an issue....
The other interesting item is that it looks like we have already signed up the customers...with Binding MOU
Could it be that Brockman pays for the Infrastructure..
"Aggregation Agreement may include infrastructure and
transportation solutions as agreed between the parties"
"MOU allows for facilitation of related transactions including joint ventures, mine gate sales or other transactions"
Related transactions that sounds like they are going to merge...
The presentation highlights the mine CAPEX $250m but no mention...
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