Regardless of whether the price recovers or not in the next five years - it is now highly likely that Kangankunde will be delivering concentrate at low cost into the market with the prospect of significant multi decade expansion stages which is going to make it all the harder for other startup wannabees. At some time in the future (hopefully soon) prices will correct to above the top quartile marginal cost of supply and this world class resource will reward. IMHO and not advice.
Ann: Outstanding Kangankunde Stage 1 Feasibility Study Results, page-251
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