1MC 20.0% 0.3¢ morella corporation limited

Can I be super lazy and ask what the DFS for stage 2 stated for...

  1. 3,740 Posts.
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    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.
 
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