5hareholder regarding to your great table.
1.) I thought CAP's CAPEX is only estimated, not yet done feasibility study.
2.) CAP's $2.8B CAPEX is only for 6mtpa NOT 20mtpa, so CAPEX/Mtpa is wrong. Should be $2800m/6mtpa = $466.
3.) Where is opex (the most important item). A high cost producer will suffer when iron price collapse. I think CAP is only $36/t (cost), but very questionable.
5hareholder regarding to your great table.1.) I thought CAP's...
Add to My Watchlist
What is My Watchlist?