I agree, it would be a real kick in the teeth because relative to these other Zn projects Andrew looks good.
The only think I could think of would be a capex/opex blowout which would have to be an order of magnitude greater than capex/opex rises elsewhere... so hard to justify unless prior figures were understated. Or the YESAB adequacy review requires Andrew to have a wide margin of profit at current prices (80c/lb) before permitting can be submitted? The latter would only serve to increase the severity of the boom bust cycle, so surely that would not be the case?
OVR Price at posting:
3.1¢ Sentiment: None Disclosure: Held
