When i first quickly read the CCZ report , i was a bit disappointed but upon rereading it ,i realised it did have a lot of upside (as the report itself pointed out).
Karara upgrade not included (due june30/08) CCZ = 2.4bt
Hemat " " " " " ...80-100 mt
Factored in price drop for I/O.
These seemed to be the main ones.
cheers c