donedeal, one poster has affected the life of sdl.
with the release of an exploration target of around 10 bt
and lots of other information and communication
one thing that bugs me is the opex of 20-25 per tonne
this is way too much for Cameroon
we need the company to include in their review and then to announce
that the costs will come down after year 1, 2, 3 etc
giving examples like how fortescue have brought costs down
and then talk about how once the locals are trained up as per the convention requirements there wont be any need for expats training the locals and no more double up of costs that other companies don't have to pay!
Then they can focus on costs, automation, increasing output with the same infrastructure base etc
I believe all that cost is in the 20-25 already announced but it needs to be announced that it will come down
SDL Price at posting:
2.2¢ Sentiment: Hold Disclosure: Held
