Hi All,
The good news none of this affects NCZ....Listened to
the conference call again last night its fair to say they
have enough to sort out already...but they have a good
team and some time will optimise each area so just need
to be patient.
I am sure given any delay with rail issues most miners will
road transport at least the copper concentrates...being more
valuable it's more viable to offset additional costs....not sure
about margin on lead.
Contractually depends on each mines forward commitments
they may claim Force Majeure in this situation.
Storage wouldn't be a problem just additional costs to double
handle product to another area. Generally everything is doable
in the mining industry it's just at what cost.
Looking for another green day for NCZ.
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