Cdu mine is not fully funded to generate $17b revenue.
RXM capex of $850m is for 1mt cu RESERVES..
Ok reduce RXMs $15b revenue by $850m for RXMs capex..and to give you the benefit of the doubt, no more additional capex and funding for cdus $17b revenue.... doesn't make much difference to the overall pic.
The point I am making is that flag waving with those big numbers without taking into consideration costs, timing, dcfs, etc, etc can be misleading . The title of this thread is merely ramping and can hurt new investors and mug players.
CDU Price at posting:
$2.00 Sentiment: None Disclosure: Not Held