The comments on CNB from pustayo you were hoping for.......I hope this helps...........
i originally left comment about CNB here. Think the project has all the hallmarks of being a decent bulk tonnage play. The issue is the jurisdiction isn't very good and market isn't liking lower grade bulk tonnage just quite yet. I think the sentiment around that will change in the next 6 months though if we are truly in a commodities super cycle. CNB will make sense, it will def be feasible but I wouldn't expect a solid re rate until the wider market starts to recognise these systems more.
