Ann: Storm Copper DSO Potential Confirmed, page-43

Also of note is the opex section. At current copper prices it's break even, but this means dramatic % based movements in profitability with minor movements in the SP.

We now have a link to the diesel price, as that would affect opex (doubt labor and maintenance changes much) but even more so the copper macro now matters a lot more as it dictates the operation to a great degree.

I remain very positive on copper macro as outlined in my previous posts for the industrialisation of india, me and africa reasons. The current price movement is more a symptom of economy fears than anything, but the physical situation is still quite dire. To meet demand, the world will need many more escondidas. It's a positive for almost every copper stock and naturally the best ones will rise first.