Depends on the debt structure &supply dynamics and commodity price. What’s the number of new nuclear plants coming on line in 6-8 years globally also? . We currently have a massive deficit at the moment - Pricing will be elevated ( and going higher ) at least until early 2027.
I think more the question is how “quickly” we can execute to production… that is the risk I see
Kaz doesn’t have expect to have sufficient sulphuric supply (due to new plant commissioning) until about 2027.
Well done to making your bags. I think we are still in good momentum upside for the medium term
cheers BB
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