Just to add, and I thought this was obvious but somehow is NOT.
SDL Capex and Opex exclude Itabrite so the 3.36B is only to bring the 415Mt DSO into operations. If you are comparing apples to apples this needs to be taken into account because this fact is hidden in the SDL investor presso. Point is 300% more to bring into operation BUT only ~ 85% more resource.
fms vs sdl, page-2
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