RE:RE:New PEA numbers As per the MD link I posted, the reason for the new PEA is because they can't publicly discuss the old one per regulations (since they released a resource estimate afterwards).
This new PEA should be better for some of the following reasons:
1. Potentially higher ore price- previously used $400 per tonne, ~$500 more accurate and longer history since last PEA.
2. Lower discount rate, hence higher present value of deposit. Since project fully funded, a lower DR is justified.
3. Lower capital costs. TD had mentioned total costs to Production should be tens of $millions less than the old PEA.
4. Greater deposit size. As I suggested previously, total deposit estimate (Inf+Ind+M) should not be significantly different. But, with infill, chance to move some of the deposit to Ind or maybe even measured. I am not sure, but I think I read you can only use Ind or Measured parts of the deposit in your PEA calculations. If true, this could materially change the PEA number.
JMHO