Hello friends I was playing with some numbers last night with...

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.