Copper aud still falling, even if your numbers are correct it's margin compression ,big falls since July 1 which is what we trade off in theory
Think it has to do with usd debt and the fact that trading here represents a monster premium over asset values that everyone knows are too high given ncms own valuation , plus it's yield is zero
Up high you asked about aisc, I've been thinking of the easiest way to explain
If you look at the aisc then add all the write downs over the last few years that contained capitalized costs/ interest, the reality is the true cost is far far higher
Good
Luck
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