i think the surprise to the upside will be the low opex due to a number of factors - namely the lower cost of labour due to no FIFO, no mine camp to run with food, power, water etc (because of ardrossan), no trucking costs due to slurry pipeline straight to port. slurry pipeline is my favourite...so efficient over time
i'll invest in this in time. waiting for a bottom. i think things will turn around soon with a bit of newsflow due
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