AMN 3.33% 14.5¢ agrimin limited

today's announcement states: "The pond system is estimated to...

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    today's announcement states: "The pond system is estimated to cover a start-up area of 34km² upon commencement of the Mackay Project, and anticipated to expand to 59km² over a 20 year life."

    The start-up area of 34km² is similar to RWD's anticipated size (shown in diagrams below from RWD's scoping study).

    My guess is the AMN capex will be around AUD$270M (vs RWD AUD$320m), per reasons in the opening post.

    Roads & port: AMN $20M vs RWD $56M
    Ponds: the same at $100M
    Processing plant: AMN $80M for 300ktpa vs RWD $93M for 400ktpa
    Other infrastructure & equipment: the same at $70M

    Last edited by ddzx: 23/06/16
 
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