I dug up SYA's revised PFS and updated the comp table accordingly.
I increased BGS' OPEX and CAPEX to be conservative, and kept all spod prices the same. BGS still trumps SYA on all metrics regardless, it doesn't take a genius to see that.
Again, the figures in red are my speculation but I am quite confident that they are within +/- 20% of the figures we get in the PFS due next week which is more accurate than SYA's PFS stated accuracy of +/- 25%.
Also with BGS due for a resource upgrade in the coming weeks and looking like we may see 80 - 90Mt still open in all directions with multiple untested targets to hit, I have included a snapshot of what the figures could look like when producing at 4Mtpa.
BGS Price at posting:
53.0¢ Sentiment: Buy Disclosure: Held