MOL 0.00% 6.9¢ moly mines limited

buy of the year, page-5

  1. 2,689 Posts.
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    MOL's hedging only cover small tones and I think only to Sept this year. IO price can stay low for many years to come.

    RIO's Sam Walsh says "keep below US$50/t".

    Look at CAP's presentation slide:

    Cash cost (exclude debt payments etc.): RIO $31/t; BHP: $38; FMG: $52; AGO $70 etc. That is FOB (Freight On Board)cash cost
 
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Currently unlisted public company.

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