In the presentation, PEN present the cost curve graph below.
PEN claims all producers up to a cumulative production of 65 Mlbs is recovered using low p ISR.
A similar graph, produced by Vimy is presented below.
Note the presence of Olympic Dam and McArthur River leading the pack - these are not low pH ISR operations. Cigar Lake cheaper than the Inkai ISR operations.
So which cost curve is correct?
Also worth noting is Vimy's calculated production cost for Lance at circa US$33/lb. Nope, don't agree with that.
In the presentation, PEN present the cost curve graph below....
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