IMO as long as they will get their copper, and at a discount as well, everything will be fine and worth keeping them alive.
Just think about it, Minsheng will continue to charge exorbitant interests, OW will continue to make money from their dealings and wheeling of the Cu, and Sinosteel will continue to get supply as well. Head offices in those camps will be happy, and also very happy to keep it under the carpet as they don't want to take the losses as well. The beast is alive, so why kill it.
CDU Price at posting:
40.0¢ Sentiment: None Disclosure: Held
