Really solid update. Key facts for me:
- The small tight CUFe crew remain productive and positive and are focussed on making 2023 successful.
JWD
- Export has recommenced based on rising IO price. Full operations online in January expected as IO price recovers further.
- China is the recipient of JWD sales (was formerly a different 'south-east Asian country')
Yarram
- Yarram is on track - this is where my focus is right now - this has massive potential as a super cost-effective earner for CUFE.
----------
Tennant Creek
- Nothing specific about TC in this update, however I have a sneaking suspicious that this site is being developed as a lucrative future sale opportunity (to a big miner) as the Copper price moves to meet international demand in 23-24'. TC has massive potential to add to the supply of Australian exported Copper, which will be unable to meet international demand by end of 23.
Add to My Watchlist
What is My Watchlist?
