Big miners want long life assets in the first quartile on cost basis.
This is the risk when you invest in a junk company like this: they don't have a portfolio of assets to decide where capital is best allocated. This is WHY CDU not releasing DFS info is such a big deal. Self interest drives everything and they have no other project to allocate capital to. So it is reasonable to assume the returns on this project are sub-par relative to market. Because if opposite were true the DFS would be open slather.
caveat emptor
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