for those wondering where I get the 1.4 billion capex from TNG when there DFS sais $850 million they make a huge assumption and assume there titanium pigment plant capex will be funded by a third party . approx 570m in total! more then our total project capex on the titanium pigment plant alone!
also there cost per tonne of processing is $ 185 per tonne. not sure how to relate that to TMT as they are talking a v205 and titanium pigment i think. but assumptions in the DFS $100 per tonne for FeV, US $11.50/b for v205 and $3600/t for titanium.
would love to see those commodity prices plugged into our GVP DFS with YARRABUBBA DFS ontop! with less then 10 percent of the capital to start up if we assume 160million as per research report
even just compare the resource grades! anyone who takes the time to research will soon find out how undervalued this is
