I agree, it would be a real kick in the teeth because relative to these other Zn projects Andrew looks good.
The only think I could think of would be a capex/opex blowout which would have to be an order of magnitude greater than capex/opex rises elsewhere... so hard to justify unless prior figures were understated. Or the YESAB adequacy review requires Andrew to have a wide margin of profit at current prices (80c/lb) before permitting can be submitted? The latter would only serve to increase the severity of the boom bust cycle, so surely that would not be the case?
mayday! mayday! , page-24
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