the right stuff, and the right place, page-14

at least its profitable at these prices then,

from your extrapolated figure of 1187, we would still have a profit margin of , 329/oz. (if operating today)

I can live with that, given upside of where we'll be in 3 years.

What does the closures of everest, and other marginal mines do to the supply curve?

doesnt that have to add some equilibrium to support the price?

Did you happed accross the breakdown of the UG2 reef into its 4PGE? would be interesting to see how it stacks up.