parrot, Ankata mine development is being progressed currently with first ore being processed late this year. This will add > 2% copper to the open pit ore to maintain 100,000tpa for LOM. TB has stated this to the ASX in the Ankata announcement and this has been a constant theme in webcasts when TB gives volume guidance.
On the concentrate, I totally agree. It will not maintain 50% and will drop over time to 45%. My previous post stated this.
HT1
OZL Price at posting:
$14.85 Sentiment: LT Buy Disclosure: Held