i hope it hasnt been lost, that they have said infact that it is opex 38/lb not 41, for the first 5 years.
So, we're now talking about what $3/lb from what the market would have expected?? CW contracts sales of 70-80-90-100/lb.
again, post 2018, (past the first 5 years of prodn at 38) what is the contract price direction heading?
85c support level, page-73
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