RE:RE:RE:RE:RE:Selby interviewPGEs you dont get paid much into a Nickel Concentrate. You often get penalise by the smelter when you have it. I have been in Sudbury for too long :)
AS for the infrastructure I think both have issues. Dumont have to built everything. Whereas CNC, they think they can use Kidd capacity at 12kt/year. That is not big enough for them to get economies of scale. They need 40kt / day capacity to get economies of scale, and Kidd Creek cannot host 40kt per day. Cant wait to see how he will solves this problem.. The whole idea, of Pilot scale would work if he was truly high pit like 0.6-0.8% Ni. But at the higher grade core of 0.35% that is far from what he needs. Dont forget he has to move a road and remove 20 meters to 50 meters of glacial till before the bedrock
looking forward to see the DUMont copy of the Crawford PEA. Maybe he uses a 12$ Ni...