"To simplify a US$50 silver price would mean BML is classified as a silver company with significant lead credits assuming the lead price hasn't skyrocketed higher at the same time".
- No, the cash generation from lead for BML will still likely be a touch higher than Ag if silver hits $50 USD, assuming PB is at its base DFS price. Please see the numbers linked to the sensitivity analysis in the quality lead thread. Lead will not be considered a "credit" in this unrealistic scenario.
As stated several times Sorby hills profitability benefits more from increasing lead prices, NOT silver. This is in fact, "basic stuff", and has been quantified numerous times. I'd suggest re-reading these basics.
"To simplify a US$50 silver price would mean BML is classified...
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