SMR Capex to OCF, page-4

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jace.h

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16/04/24

11:15

Post #: 73364680
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Originally posted by geospearo: ↑

I agree that they may be slower than that, and I reckon that Ive pigeon holed myself with the idea of bringing on eagle downs asap. Taking the ROM production numbers from the og aquila dfs, it seems like the latent capacity at poitrel mill is too small, and any other option involves trucking from ed to issac mill as well, and also shutting down mavis downs contribution to get it to fit.. I figure the current low margin tonnes at Poitrel should be supplemented by HCC/SHCC from ED HCU seam, with lower cost from a full and expanded mill, but the Capex may be beyond their reach with current prices.

The last time the PCI discount was this low was a 6 month period in 2018, i think.

Expand

P&IPC still have some good years left - resources not reserves. The plan would be ED to leverage that infrastructure. Don't know how much they want or need to expand that. So I'd be surprised if ED is in production within the next 3 years. L will wait on BTU. It is a puzzle for them to solve.

SMR Price at posting: $3.14 Sentiment: None Disclosure: Held
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SMR Capex to OCF, page-4

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