Hi T,
What I'm seeing is opening of funding avenues now that the benefits of carbon free energy generation is getting so much traction.
Lets assume revised DFS opex is $23 per pound and Capex US$53m.....US$10-15m equity and the remainder ECA or high yield debt is looking very possible on a spot of US$37-42.....contract pricing moving up to US$47-52. Above these levels and the economics look great!
I wouldn't be surprised whether an equity holder would commit subject to acceptable debt terms and a certain spot level, ahead of final debt facility execution.
Acceleration post DFS is really about where the spot level is!
Hi T,What I'm seeing is opening of funding avenues now that the...
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