All valid points Pelm, epecially-
"A comparison also on how much the OpEx compares to others, i.e landed at the end users stockyard. It is no use comparing it with the FOB OpEx of others"
This is the one point which I do not think has been clarified properly. It was mentioned in the BRR, but as this is different to all the majors it just makes the $63t sound too expensive.
Just shows how a badly worded document can cause huge loses, both in confidence and financially.
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