For months I have been unwell and will continue to be unwell....

For months I have been unwell and will continue to be unwell. Much of my thought and my time (for particularly unavoidable reasons) is focused on this.

I still read the discussion but spend much less time participating in it. When there is newsflow I may comment on it ( only when time allows ).

Will also be taking some regular short breaks away in the windows I am able to.

Exchange rates will continue to fluctuate. Some swings will benefit CAPEX and other swings will benefit OPEX. I haven’t tried to do my own numbers to explore this. There are also a lot of other moving parts such as offtake prices achieved, input costs and product mix ( proportions of product could shift between DFS and BFS depending on offtakes achieved ) that will affect margins, cashflow and payback/expansion.