Offshore - cheaper power and labour. Increased shipping for unprocessed ore. Deceased shipping for HP (assuming its used in Asia). More complex company to run as a multi-company operation. If there is a capital raise to fund development, its potentially a larger capital raise (more dilution).
Within Oz - Power is probably more expensive, although options may exist to increase capex and use renewables. Higher labour costs. Less country risk. Potential integration into plans for more Australian processing. Decreased or no shareholder dilution if major project status can be achieved and funding sourced under the A$2b Australian Government Critical Minerals Facility (Two battery oriented graphite entities have achieved funding).
Mn prices are stable this week. The previous week is US$7.86, so the price remains around US$7.85/dmtu (US$259/t before grade discounts/shipping).
E25 Price at posting:
87.0¢ Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)