PF
1. I agree, but there is still a cost, I do not see how it will be "quite low". My best guess if it is only a minesite would be 50 to 60.
2. I do not believe in this senario. I have seldom seen offtakers pay for the plant, unless they take a large part of the equity as well, as a very low cost.
I am not opposed to TNG selling part of the farm so to speak, the only question is how much of the 300 per year do they get. we may find for 365 they want well over half of it!
3. Totally agree offshore processing is a good idea.
4. The numbers are 162 to start the mine and 365 to start the plant. In the best case it will still be 50 to 162 plus 250 to 365.
The real question as I tried to say (maybe poorly) is we need the DFS, the funding, and the resource still needs work to get it to mineable stage. (I think this is about 3 to 5 m and 6 months work as the resource must be upgraded yet again to meet dfs requirements)
given that; I can not see how the DFS will take less than 12 months, construction will be at least 18 months (given the Aussie system) (even if the plant is not here), therefore as I said it is 3 years away still.
look at other operations in the NT, ie WDR or Sherwin,this is the sort of timeline it takes.
Today is a big step forward; but there is a long way to go here.
thus my price guide remains
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