For me the concern is funding ~$210m of Capex this FY23, which excludes Constellation, Kurrajong, and Stockman capex.
We need group Cu eq AISC to fall below A$4.50/lb, with Cu higher than that obviously, to fund all of these works.
Still very much undervalued.
Holding...... Plenty.
Ann: NOOSA MINING CONFERENCE PRESENTATION, page-4
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