Can you compare on cost pt, particularly cost of transsport to port, I think I remember reading AVZ transport cost of US$224 pt, and if correct, if they could spend only US$26 pt on minining, wages, maintenance, admin, processing, reagents, etc - they would be on par with PLS costs of US$250 pt.
What will the capex be if they go ahead and develop, what will that cost be pt?
I agree size (scale) matters and its a large deposit, but once you start to factor in cost pt and level of capex required, IMO its starts to look very risky.
If you were going to spend US$1 billion on capex, why wouldn't you just buy a 33% stake in PLS?
stuck in the middle, page-13
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