Gold Bars,
Thought you were implying they would be better with more than 30% of trops, but looks like you'd probably agree 30% is about right for IGO.
All looking better for Trops as far as I can see, looks like CAPEX will fall into the sweet period when bidding will be competive, the diesel fuel cost has returned to normal, and labour cost/availability will be more normal also.
Long will be OK, if these prices persist until our hedges finish I'd say a lot of others, eg MRE,PAN and MCR locally will be taking the hatchet to production again, perhaps even BHP. We're still scraping a modest profit on the unhedged - by my est our total cost incl D&A about USD 3.30. Hopefully Moran shapes up for the pon upturn, now is the time for the cashed up to get their exploration sorted for the next boom.
EL
nickel price looking pretty sick at the mo, page-9
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| Open | High | Low | Value | Volume |
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