Great post providing an overview of profitability at long term unrealistic Sc6 prices. $1230 appears to be the current floor ex China and will only improve imo as digital auctions take precedence. Wr1, like sigma will get a premium for their concentrate especially in North America where ESG requirements will be more firmly implemented.
I do agree that come DFS/FID Adina will have 40mt @ 1.4% with a minimal to 0 strip/waste ratio, so the cost curve for Adina and Wr1 will be at the bottom end.
Infrastructure will happen, 60k of roads is not an issue as some continually harp on about.
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