Hi Bomber
I think little things like thevassumed transport rates may require revisiting. As an Opex with all transport rates attributed to Ni production as both companies have done CLQ comes in at 0.07c per Ni lb and ARL is 0.28c per Ni lb.
So ARL comes in at $11.1M and CLQ comes in at $3.08M.
When both mines are approx same distance from port and CLQ requiring more sulphur for acid plant than ARL and CLQ transporting 82KT of ammonia sulphate and higher tonnes of sulphates how do they get port and transport costs of almost 1/4 the value of ARL.
This is just one of the Opex anomalies that stands out like a sore thumb. I'm pretty sure it doesn't ship itself or load and unload itself from trucks to trains and ships.
Where is the bottom ???, page-306
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