Guys - I've done a lot of research on graphite over the years and I don't mind BAT, first to market (or second follower) and all that - exposure to downstream, crawl/walk/run is smart etc. etc.
I'm trying to model the project in line with the RCF transaction and have a technical query regarding the cost of diesel for those who've followed it for a while or who have Mozambique experience...
Sorry for getting technical, but this is very important input as it will also be used for drying the graphite, which probably uses even more diesel than power generation and is likely wrapped up in their processing cost, so here goes:
Appendix 3 of VES (p.12)
Diesel consumption pa (ex-dryer?): 7.17 ML
Diesel cost pa (ex-dryer?) $92.17/t
So at an average production rate of 49,600 tpa ($16.72M / $337, calc. from p.6) this is $4.6M pa in diesel (ex-dryer), which when divided by 7.17ML is about US$0.64/L.
So let's call diesel ~US$1.00/L at the bowser in Moz, suggests that BAT are exempt from taxes and duties of ~50%.
Can some help me understand if all the above is correct?
- Forums
- ASX - By Stock
- WTM
- Value engineering study - diesel cost assistance
Value engineering study - diesel cost assistance
-
- There are more pages in this discussion • 2 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add WTM (ASX) to my watchlist
|
|||||
Last
38.0¢ |
Change
0.010(2.70%) |
Mkt cap ! $71.18M |
Open | High | Low | Value | Volume |
37.0¢ | 40.5¢ | 36.5¢ | $504.6K | 1.308M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 38644 | 38.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
39.5¢ | 7500 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 38644 | 0.380 |
1 | 16000 | 0.375 |
2 | 45000 | 0.370 |
3 | 100000 | 0.365 |
3 | 29497 | 0.360 |
Price($) | Vol. | No. |
---|---|---|
0.395 | 7500 | 1 |
0.400 | 78812 | 5 |
0.405 | 20000 | 1 |
0.410 | 60000 | 2 |
0.415 | 10000 | 1 |
Last trade - 16.10pm 02/09/2024 (20 minute delay) ? |
Featured News
WTM (ASX) Chart |