RE: Varennes plant production numbers Thanks Espagnol. 25k tpa 95% + 25k tpa 99.99% (as you note) at 195m shares out and total $280m capex for base and upgrading plants, brings SP in range of $10.09 to $15.92 on a sliding scale of $5,000/t to $2,000/t 99.99% production cost per tonne. This is plant capacity based (25,000tpa 99.99%), i assume a ramp up and some time to have deals in to sell that volume, so we would not get there straight away. But it is achievable on a long term basis, if all goes well. A whole lot of water still to go under this bridge though.
But, this is a high quality play if we can get to production imo. I think we will. Really quite excited for this PEA in terms of confirming the potential here, poor admin aside.