. They already know they can get processing costs down further...

  1. 1,485 Posts.
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    . They already know they can get processing costs down further or they wouldn't mention it
    . The geological model being used indicates the fold zone is very likely to host a lot of shallow trending ore
    . Once running there is now a 50 year LoM with opex in lowest quartile or better globally
    . Profile will be raised by any success MGT has as a neurology play
    . Indian IO demand likely to surge as India moves to next stage of development cycle
    . European IO demand will snap back when Russian situation stabilizes, and will prefer green steel knowing Russia doesn't sell it.


 
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