Song remains the same, 200,000oz per month or more capital required, no point trying to over read or find things that aren't there, at the end of the day it's a pretty simple equation.
The overall sentiment surrounding name plate production is positive ( heard it all before ) and the numbers are trending the right way, personally I think they'll get there this quarter but I also fear further dilution. A great reserve and a shiny new plant, out of schedule and over budget.
CCU Price at posting:
13.5¢ Sentiment: LT Buy Disclosure: Held
