Pertinent market/industry news/articles, page-4791

This post is my own opinion, I present this information substantiated with charts and links to the original data.
This information is relevant to the thread as it refers to independent analysis, it independently clarifies information presented within, is a substantial part of the topic being discussed regarding the financial viability of SCONI comparatively.

This is the link to source Nickel Projects Review by RFC Ambrian
https://www.rfcambrian.com/nickel-project-review/


I now intend to dispel a claim made by Successwillcome that Sconi is in the LOWEST COST QUARTILE and that the peers are not.
I am providing professional independent research that shows Ardea as having the Lowest Cost Efficiency in the LOWEST COST QUARTILE when comparing Sconi to Kalgoorlie.

Capital Intensity (US$/t) Total Capex/LoM Ni and Capital Efficiency
In this table we see that Ardea has the highest capital efficiency because it has the lowest Capital intensity when compared to the Australian Peers.



Furthermore I would argue that Ardea and Sunrise have lower C1 cash operating costs — LoM Cash Operating Costs c/lb Ni amongst the peers.
I would argue that in this table Sconi is the least efficient when compared to Ardea Resources.



The take away independent analysis shows that Sconi has the highest capital intensity costs and highest Operating costs when compared to Ardea.

Therefore Sconi may be in the lowest cost quartile, but Sconi are not the lowest cost operations in class, Ardea and Sunrise are.
Therefore Successwillcome is incorrect in his claims.
RED