"or they get their costs to a point where the macro doesn’t matter. "
Yes that would certainly help the cause although I'm not sure what that point would be , 56c C1 costs would help in an extreme event and extreme events dont usually last long , as you say low prices are the best cure for low prices...however we don't know where we are with C3 costs at the moment, in the DFS C1 costs were US38c Lb and C3 US50c Lb so things have slipped with LOM C1 of US 56c c now higher than original C3 estimate and that can only be made up for by higher ZINC prices ...I imagine C3 of around US80c Lb would be more realistic over the LOM but thats really just a guess and we will get a better handle on that at full production.
Basically we need costs lower and ZINC higher...
Cheers Whisky
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