CUX 0.00% 0.6¢ crossland strategic metals ltd

AushedsThe 0.0 grades are a dead giveaway :)I would say CX and...

  1. 649 Posts.
    Ausheds

    The 0.0 grades are a dead giveaway :)

    I would say CX and AMR are level pegging

    CUX has a basket price 10 Kg higher but AMR has substantial by-products

    CoP is similar

    Ausheds CUX is actually $23.45 Kg Reo,
    AMR is by my calcs. approx. $20.67 Kg Reo

    AMR are getting more bang for their buck with a capex only marginally higher $156m vs $190m

    No mention about AMRs Th level

    Process routes are very similar, not sure how AMR will optimise 4 differing mineralisations. It's tough enough that CUX has only 2

    Its hard to say who's kicking who

    I'd say first in, best dressed

 
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