love the different thoughts on the macro, thanks; from reading analyst reports none of them agree either, so it's definitely part art
on NCZ, do you think the project makes money at current prices? (i'm pretty sure you're not one of the admitted shorts saying it's going to zero, yet they don't understand how TC's and C1 interact, so heaven knows how they can have confidence in their fin model)
Ann: CENTURY OPERATIONS AGAIN DELIVER RECORD METAL PRODUCTION, page-164
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