RE: RE: RE: RE: ECharters predicting 1.50 in 18 mo
yes I admit i cannot know for sure the costs are not too high. but using one's logic, no outside gold/silver expert knows. the process is secret so only insiders could really know something.
however some checks could be made from the known data. cambridge process requires same or less heating than thermopotash, so I derived the energy cost for cambridge process at less than 100 usd/tonne.
non-energy opex for thermopotash is 36-17=19 usd/tonne. how much is non-energy opex for kcl? nobody knows but even if its 10 times more than for thermopotash ( no reason to be so pessimistic) , even in this case the total opex for KCL is under 300 . so it looks very very good.
on top of that, we see the management hurrying it up . i doubt they would be so eager about it if they have doubts.
the companies involved in PEA they already have a pretty good idea. so i am very optimistic.