acknowledging this is just chatter. i keep noting the MC is sub 100mc which is ridiculous, has been for a long time. personally i think our time in the 20s will be a short stay as we should be hovering around 120-150mc ish to reflect dfs, current maturity of project(s) and peers in other products (potash, borate, bauxite etc). our margins are bigger, payback quicker and capex smaller.
as for timings. dangerous to guess as the market tends to be slow to notice value but I'd say mid next week we'll be 25c+
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