The pipeline would be the first obvious bottleneck then the pelletizing mill, even with all the new tech that is available they will reach a limit.
Increasing the yearly output to 3mtpa and an expected circa 30% reduction in C1 from underground mining is huge to the bottom line returns.
They are currently on track by my figures to make approximately $550 million EBIT for 2021, based on C1 averaging $105/t for the second half and the ore price staying the same.
So increasing the out put to 3mtpa and a reduction in C1 of circa 30% is a massive gain going forward.
GRR Valuation, page-211
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