I thought it was more like mid $50s as a minimum, and we are rolling in it at $70.
$40 in spot pricing equates to almost $50 in longer-term contacts anyway.
Interesting times, but you'd think if the spot price keeps heading north, they will have loud knocking at the door as it's really only McArthur River and LHM on C&M as tier one mines that can restart.
The black swan in all of this all the new projects are going to blow out heaps in costs, so expect the incentivised price to be much higher than has been spoken about.
DYOR
I thought it was more like mid $50s as a minimum, and we are...
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