cancer in commodities, page-26

your assumption is way too general

if you want to substantiate your view, provide some real numbers

input costs will not necessarily halve if the copper price halves

for example, iron & coal are 1/4 of their former prices yet the input costs are not 1/4 of their former

including non-cash expenses, such as depreciation, FMG make a statutory loss last 1/2, as i predicted as possible on this forum

further, the more the dollar falls, the more imported input costs go up

if copper halves, my rough numbers showed SFR would make a small loss

if most input costs fell a little, SFR might make a small profit; they might survive, like FMG are literally surviving, but the SFR share price would heavily fall