This insurance timeline and situation, in comparison to others around the events (and others previously) is an interesting one. Hopefully a refinance rather than a CR but todays announcement, and its timing, doesn't fill me with confidence in this regard.
For 29 to make serious money it will need to be back at full production and have the CU price well north from where it is now. Unfortunately both of these are some way off. How far i have no idea.
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