By reducing capex this way it increases opex, this can never be lowered until the contract ends. Bit like renting a house.
I would prefer to see higher capex and lower opex.
Widths were a bit narrow for my liking, so I am not getting excited just yet.
When will the contaminants be known?? Fe Al2O3 MGO F SiO2 Cl CO3 U2O8
The market seems to be a bit ho hum over the announcement..
great announcement, page-48
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