Some key takes for me from the latest proactive interview:
- straight to production plant upfront
- make profit year 2 and reinvest for expansion, minimises SH impact
- $90M capex required upfront for KCM and HRM plant (140,000t/yr)
- PEPR next milestone, well underway should take a couple of months for submission, government approval anticipated end of 2022
- government support only for HPA not kaolin
- Europe trip will involve talk to institutions
- very confident in DFS and base case numbers, with lots of upside
Nothing really new from last weeks webinar.
Some key takes for me from the latest proactive...
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