great interview.... Mt Carbine, at circa 200t per month is basically at break-even (Kevin has said before that this is about the right level) Saloro - he is on the ground now and tweaking a few things - currently at 140t per month and getting close to break even
Getting many enquiries from downstream users/consumers looking at investment to secure supply
Getting closer and closer to Masan as time goes on - "stay tuned"
The production numbers are now the key - as they continue to improve and exceed the estimated break even levels, the dollars will speak for them selves
EQR Price at posting:
4.5¢ Sentiment: Buy Disclosure: Held
