westcott,
You realise the itabirite production would be at least 6 years away taking construction into consideration?
Why are you using a price of $176p/t for concentrate? Can you provide any research pointing towards those sort of prices in 6 years time? I seriously doubt anyone looking at SDL would be using those kind of prices in their analysis, they would be using far lower prices.
Low quality, upgrade-able ore is not in short supply, there is plenty of it all around the World. The itabirite is not something that distinguishes SDL from other companies.
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