I'm not a geologist but I too can see something special going on here however when I calculate similar cost models to CCU I dont get a screaming buy feeling with IVR. Ive been trying to persuade myself to buy but I just cant and the CITIC uncertainty makes me uncomfortable. Market could get nasty in the next couple of months. Hopefully can get some more information at the mining resources convention next week as well as a lower price for the business.
annual report, page-11
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