reply, page-11

I agree with this post. It has been a hammering for all of us. I'm not sure that too much has changed for the company just yet. That $700 m is a large figure and I can't get my head around how that will be found but mgt still seem confident about it. Having said that, I always figured on $500 m and costs are escalating rapidly so maybe I should not have been so surprised.

The $70 cost is a landed price and given that the product will recieve a $15 premium/tonne, the economics more than stack up.

I am still in and will be looking to double up here somewhere to reduce my average price. Have not traded a share yet. Sadly...