Nice analysis. I’ve been wondering how CoP will change with Kalgoorie coming on line. Of course it depends on how smoothly the ramp up goes but the plant will have design improvements that will help compensate for higher labor cost. I consider Blue Line JV a wildcard at this point with so many unknowns. But obviously a net positive.
Getting Kalgoorie spun up will de-risk this company in a big way and that’s going to level up the stock price for sure.
Everything is going so well that it gives me the heebie geebies
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Nice analysis. I’ve been wondering how CoP will change with...
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