Can I be super lazy and ask what the DFS for stage 2 stated for construction and commissioning costs? At this early stage and with Primero’s input it looks possible that stage 1 might be good for significantly more output than the 220,000tpa nameplate. Might stage 2 be similarly higher performing than predicted, indeed you’d expect that with all the lessons learned from commissioning and optimising stage 1 that stage 2 should be cheaper, quicker and with fewer hiccups?
I still wonder if the better long term strategy is to run slowly and near profit/cost neutral to avoid burning through the ore body at low spodumene prices and only deliver stage 2 when the spod price recovers for the expected demand surge from all those gigafactories coming online.
- Forums
- ASX - By Stock
- Share price discussion
Can I be super lazy and ask what the DFS for stage 2 stated for...
-
- There are more pages in this discussion • 428 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add 1MC (ASX) to my watchlist
(20min delay)
|
|||||
Last
0.3¢ |
Change
0.001(20.0%) |
Mkt cap ! $18.53M |
Open | High | Low | Value | Volume |
0.3¢ | 0.3¢ | 0.3¢ | $3.621K | 1.257M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
121 | 181496973 | 0.2¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
0.3¢ | 20055545 | 43 |
Last trade - 15.53pm 04/07/2024 (20 minute delay) ? |
Featured News
1MC (ASX) Chart |
Day chart unavailable