Again the HC gremlin won't allow me to reply to your post chuk
(their software has had this problem for years now - just as well they aren't running something important)Very good news indeed chuk.
Using the DFS formula, at the latest TSP price we'd be receiving $349.03 a tonne
A year ago July '23 we'd be receiving $280.82
or 24% more, comfortably above the DFS base case.
Strengthening commodity price has to help with the loan/equity cases being put to the investment committees.
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