Blythefan
i am curious as to how you came up with the following
"is overinflated in the calculation because it is priced in at 300% of current "
If current Co price is say $18lb and CDU is using $28lb, it is still overstated but not by a multiple of 3 ?
I am yet to see an explanation for the higher price assumption on Co, and yet 2 x independent companies seem very comfortable with the figure.
Can someone offer an explanation please ?
Also note that our offtake agreement with OW incorporates an offtake for Co/Pyrite at very attractive margins.
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30.3 mt @ 1.70% cueq, page-79
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