Yeah, increase AVZ strip ratio from 1:1 to like 5:1, drop grade by 33% and you get some ugly opex - assuming it's even spod.
Unless depth improves results significantly it's a dud. Given the stringer nature of the pegmatites though (more traditional peg style rather than Manono block) even if grades improve at depth where weathering decreases it will be less economical than Manono by a fair bit.
4CE Price at posting:
2.2¢ Sentiment: Hold Disclosure: Not Held