RE: Ggp comparison asx16 Apr 2025 20:41
This was my post from earlier about Havieron having 5x higher grades:-
Telfer 2026-27 forecast
AISC ave A$2850
Margin US$1500 x 300,000oz ave
= US$450m from 20mt per year
Havieron US$2,450 margin x 225,000oz from 2.8mt
= US$551,250,000
Huge, huge cost savings due to less ore being dealt with and huge revenues due to lower margins.