Who said input costs would half? Nor were we talking about share price - further discoveries could see that rise regardless.
Simply; you wrote:
"if copper halves from its current US$2.30/lb, SFR would report a loss".
My general assumptions are valid. The lowest cost producers survive. History shows that. IMO, your "rough number" assumptions are much less valid. However now it seems you have conceded that you may be wrong, and costs could fall such that SFR would NOT report a loss under a halving of $US Cu price. So you can add this new realisation over and above the F.A. that you knew before.
Time for some sleep.
cancer in commodities, page-28
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$10.34 |
Change
-0.100(0.96%) |
Mkt cap ! $4.190B | |||
| Open | High | Low | Value | Volume |
| $10.42 | $10.52 | $10.34 | $3.653M | 350.9K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 976 | $10.34 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.35 | 8141 | 27 |
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| Last trade - 12.39pm 04/12/2024 (20 minute delay) ? |
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