The Froggy Channel., page-3409

  1. mbc
    1,350 Posts.
    lightbulb Created with Sketch. 438
    All very true, ASN will be on the lowest end of the cost curve - that will make any price shenanigans like we saw recently impact the returns less.

    I too expect opex to reduce and IRR to increase. Assuming the project gets up.
 
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.