yeah that's a great point about AISC.
The thing is that sometimes multiple factors come together and surprise everyone. A rising SOP price and good exchange rate could make a world of difference.
Look at coal. If anyone isn't in it then get cracking on Monday. A surging price with good demand is a great recipe for profit and happy shareholders. I know some people don't like coal but they sure like to use things that have steel in them that needed coal for it to be manufactured in the first place. Try making a phone, car or TV without coal for the steel processing- good luck. It should have some weighting in everyone's portfolio- I'd suggest 3-5% is reasonable
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