Some good articles in both The Weekend Australian and W/E AFR about copper prices and current supply. I think I read that in LME they have 175K Tonnes which is about 1.75 days of supply compared with 600K Tonnes in the past. The timing for CNB could be fortuitous also with decreasing inflation and interest rates. BFS is ultimately what will determine path to production. Some nice additional results along the way to keep increasing MRE will also be good.
This is a game of patience just like our share price.
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