CYM 16.7% 4.2¢ cyprium metals limited

Yep, was just using the numbers supplied by CYM Restart study...

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    Yep, was just using the numbers supplied by CYM Restart study dated 11th March 2022 with the study being +/- 10%.
    Using your graphs average AISC went from $2.27(Q1or March 30) to $2.37(Q2) for First Quantum. So on average 10c rise to June 30 and looks like the AISC graph is flattening off so would not expect a huge increase come Sept 30.
    Cathie Wood post is relevant here.
    https://hotcopper.com.au/data/attachments/4686/4686067-40d8468e682faebfb95299a7464a1e08.jpg
    Fuel prices have eased since July but diesel has remained high due to European demand. Gas prices in WA stable.
    Sulphuric Acid prices have risen, currently 20% higher but are clearly in decline. Might well see this returning to similar levels to Restart Study once finance approved & construction completed. Labour costs up and unlikely to return lower. I don't see C3 costs being a huge difference from the study once in production. If the FED over-reaches then deflation is the word of the day.
    https://hotcopper.com.au/data/attachments/4686/4686072-c8956a63570b0719477a5b7a3476831d.jpg

 
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