dso crushing underway, page-80

Who is buying the DSO?

Apparently many o/seas smelters are interested.
OW has an off-take agreement for 60%

Will OW be taking 60% of the DSO? Is the issue that of what is mined, 40% is free for CDU to sell and the remaining 60% earmarked for OW?

The other issue is the quality and consistency of the product. Blending to a constant quality, yet not denuding the left overs to such an extend that it can't be blended back into something else.

So managing to achieve optimum returns and meet quality and contracted positions is going to be fun for someone.

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Before I forget, h00ts, what was the issue again with the $100m loan and was it a loan, or a loan facility?

How did the calculation go on the buy at $1.50 vs buy the share/option $2.50 turn out??

Do I detect a sniff, the merest whiff of a hint that "..how much the market is undervaluing CDU at a sub $2 share price..." is the beginning of the beginning of seminal moment?

Time for a chart methinks.