well, my comment is for the fact that BCI was recently pumped up to 50c+ even though they are 3 year out of production so similar to SO4 anything can go wrong from construction to completion... similar APC also 3 year away from production. both this project recently retracted price but they are high caution project to invest like any other mining project in particular BCI... IMO.
These project going to start around same time... so hard to judge what the price will be in 3 year.... as market can go any direction same as what happened to iron ore.. IMO