Really? No firm capex no opex no timelines no idea on return on investment for stage 1, just objective statements and selling the dream, "look at our shiny big flake". The full stage 1 capex is well in excess of $5M looking at the placements, years of delays, plus management fees plus the Sratmin take as well. The capex intensity calc should also be 6000-1500 tpa so it does not look at all like a low capex restart.
Something is not right with this one, how did they convince investors to back the restart when no key figures apart from 6000 tpa has ever made it into the public domain?
