Hello. SFX is a new mine, which looks more complex to me than PTR because SFX is producing lower grade & more mixed mineral products. SFX data is below. In summary, after a few quarters of start up, SFX now have opex at A$297/t, forecasting as low as A$270/t for this current quarter (nowhere near their DFS forecast of around $161/t). SFX appears to be trucking the concentrates products 190km to port. SFX appears to have 60% to 50% of the PTR valuable in-situ grade. Therefore, for PTR, could be $100/t for mining; $50/t for processing; $20/t for G&A; $70/t for FOB shipping. $240/t FOB.
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