Capman, The project is obviously attractive to you ( and as i said the other night i would not turn it down) but the question is does it appeal and fit with ZFX.
I have not seen the detailed breakdown of the feasibility study and would like to do so, but i could not find a detailed one on their website.
You said at 70c per lb, pna have sufficient buffer to withstand any negative influences.- does this include the same type of events which have hit LAF
I would love to see your numbers if you factored in; a significant drop in metalurgical recovery, blow out of labour and other production costs, add in freight and smelting costs, repatriate profits back to Oz at parity, put in the 10 year Cu forecast numbers and add in an environmental smelting levy if your going to do it in China.
Time will tell what ZFX think of it.
cheers
PNA Price at posting:
0.0¢ Sentiment: None Disclosure: Not Held