SK,
You seem to be saying that if MCR reduce output, then BHP will increase Mt Keith output by the same amount.
I find that very difficult to believe, esp with recent suggestions that Mt Keith might not be cash positive. I'd need a lot of convincing that than MCR cutback will not have an impact, albeit minor, on global supply next year.
Anyway we are a gold company, and Santa has a Black Dragon lined up for Xmass.
EL
nickel price looking pretty sick at the mo, page-15
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