So Alpha min cost derived from these posts (Provided courtesy of
@upsidedown)
https://hotcopper.com.au/threads/the-road-to-manono.3949838/page-3#post-33558379
https://hotcopper.com.au/posts/33547228/single
and BGS numbers from here for Operating cost for 2mt/ yr plant
BGS's (Our closest Analogue) will update their PFS shortly in June next week? which has a 2mtpa plant option So we will have a good handle on expected capital costs and operating costs to produce 6% Concentrate at that scale. Add this to transport costs as you have supplied, some royalties and taxes etc and we start to get out 1st decent idea of costs and profit involved and possible profit window. Obviously the sooner the project get up the more of the high sale price we will secure.
Scaling up beyond 2mt /yr I think will require a better transport solution perhaps a upgraded road, or train spur to Manono directly from an existing trainline in the area or a upscaled barge solution.
Below is an except from BGS PFS #1 on operating costs I expect this will be updated shortly it states US$91/t of spod concentrate
