There's an unfortunate mistake in this interview where DR states that the cost of concentrate ranges between $1900 and $1300 per tonne..... he should have said that the cost ranges between $900 and $1300.
Apart from that, great interview.
With a projected sales price between $2700 and $4000, this gives a gross margin of $1800 to $2700 per tonne (processing, packaging, transport, logistics, etc are estimated at around $950 combined avg per tonne).
What a great business!!! Wish I had shares in it.... oh, hang on a minute
EVG Price at posting:
2.1¢ Sentiment: Buy Disclosure: Held
