Hello friends
I was playing with some numbers last night with some other GXY and PLS investors and had reasonable consensus on the following start up costs:
Capital outlay to carbonate equivalent output
SDV $470m output 25k/t pa
Mt Cat $200m output 20k/t pa
Total $670m output 45k/t pa
Pily $220m output 40k/t
GXY additional capital outlay of $450m. They'll need significantly reduced opex to claw that back, or better pricing than Pily can produce
Source of data: company announcements.
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- SDV + Mt Cattlin v Pilgangoora
Hello friends I was playing with some numbers last night with...
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