BML 3.33% 8.7¢ boab metals limited

just be aware time cuts both ways. you typically get capex and...

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    just be aware time cuts both ways. you typically get capex and opex inflation that can offset the revenue lift/payback

    one gold miner in NA just reported 5%+ cost inflation in past quarter

    i would anticipate a net positive shift to payback unless capital item inflation really leaps dramatically however

    it's one of the arguments some prefer royalty cos to actual miners - they get much of the uplift in metal value without exposure to the cost inflation
 
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