If I was you, I would be more concerned about updated OPEX costs at our LTR holdings.
The numbers in the DFS are now pretty much Tim & Tony in Wonderland stuff.
Off with the fairies numbers.
All fine with record prices for spod, but it aint much good when you are looking at 20 year LOM.
LLL has headwinds, plenty of issues, but OPEX will not be one of them.
I warned you about the CAPEX, nailed it actually.
When will they let the market know the likely OPEX blowouts?
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