Come on Beast, we "actually"
LOVE you!!
I will "still open the One or Other Thread on Hotcopper".
This is One of Them.(
)
Opex takes a very
SPECIAL Place, in my View(Judgement) on "resource" Companies.
Not "All"; but They decide
VERY, VERY much on a Resource Project, Venture, especially LONG term, in my Opinion!
This is why I put
MUCH,
MUCH Effort and Priority on these Aspect.
And the Reason for these Thread.
Margins
LONG term decide
VERY,
VERY,
VERY much in Business
!!!!!This will probably widely be about "resource" Companies, but don't necessarily
HAVE to be.
Sectors basically "All" is possible.
Ioneer First:
http://www.ioneer.com/files/research-report/files/kerr-allan-financial-research-report-16may19.pdfhttp://www.ioneer.com/files/presentation/files/rrs_conference_presentation_-_dec_2019_-_final.pdfhttp://www.ioneer.com/Because they are a
potentially BEAST.
In This Regard.
They will belong to
POTENTIALLY One of the Lowest -running- Costs Lithium Producers, worldwide.
With
FORECASTEDLOM Opex of
US$1,796/t
lithium carbonate-
EQUIVALENT.
Not only, but ESPECIALLY because Boron Byproduct potentially eats(lower) Them Their Operating Costs by arooooound
75%.
