I agree, the only part that truly interests me of the DFS is the OPEX and CAPEX calculations. The plan that Vulcan can do at this stage on how many wells, sites or whatever is not that important as it will wildly change.
If there are not nasty surprises on their CAPEX & OPEX requirements, financing should come by one way or the other. Whether is by partnerships with off-takers, debt, EU subsidies or a mix of everything (most likely) I'm pretty sure that if they can demonstrate their process works, they will be able to secure the money.
Lets see how much detail they are able to provide on their DFS about the CAPEX requirements. I am assuming that a big part will be specialised equipment, but overall their steel tonnage will also be pretty high, and so making it vulnerable to steel prices in 2 years time.
I agree, the only part that truly interests me of the DFS is the...
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