Whilst we wait for EOFY stock cleansing to end, and further Talga announcements on finance and offtakes, I would like some thoughts on the effect on NPV given there is a positive FID and the Lulea Anode refinery begins construction in 2026.
My discussion point is that given the Capex for the mining costs in the Scoping studies suggest that the stope methods are substantially less per tonne, what is the likelihood of this being established as the primary mining method by the time the refinery opens rather than the initial Stage 1 mining plan for 19.5 kt pa anode production?
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40.0¢ |
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Mkt cap ! $179.5M | |||
| Open | High | Low | Value | Volume |
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