capex is minor when several deposits share the costs or pay haulage. Its the expensive deposits that will have to go into care and maintenance. Profits for SDL, Core mining , Equatorial,etc will still be good enough even with an I/O price of $70. Mind you when the majority of export supply is concentrated with 4 players they are hardly going to let the chinese/indians get I/O for less than $100.
- Forums
- ASX - By Stock
- west ozzy
capex is minor when several deposits share the costs or pay...
-
- There are more pages in this discussion • 1 more message in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add SDL (ASX) to my watchlist
Currently unlisted public company.
The Watchlist
1CG
ONE CLICK GROUP LIMITED
Mark Waller, MD
Mark Waller
MD
Previous Video
Next Video
SPONSORED BY The Market Online