A40 0.00% 8.2¢ alliance mineral assets limited

Quick Peer Comparison Going into 2019, page-8

  1. 416 Posts.
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    This was the true cost to get AJM to supposedly be "cash flow positive" we will see what that actually means in January, but assuming it's true then about $250million was the true cost.

    Their original DFS capex estimate was $139mill everything included.

    So in terms of execution hitting real costs, A40 has been a clear winner on time on budget you can trust the expansion capex estimates will be accurate.

    Other companies expansion estimates based on how stage 1 versions were executed take them with not just a grain, but a truck load of salt.
 
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