Hi pitman
What's your take on the Mac report?
The most interesting information appears to be around transport costs.
If you look at the graph on p5 comparing scenarios it values res at 71c if they were to use rbct rather than Durban.
Interested to hear your thoughts on this... And others of course ??
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- macquarie research jan-2014
macquarie research jan-2014, page-2
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