you don't need a mega mill for profitability when you can blend these levels of U/G grades so long as you follow the viens properly, assuming the CIL recovery holds up. They might have to look at collars soon though although the UST 10 year hopefully will provide a support for the USD PoG even where the geo-politicals might have settled down a little. Can't see the A$ rallying a great deal until a China restart is evidential (1H 2024), so that ought to help also.
you don't need a mega mill for profitability when you can...
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