RE:RE:RE:R. Friedland says Kamoa at very bottom of world cost curveGoing Deeper,
Do you have access to special information that "Payable/Recovered" Metal for the 12 Mtpa scenario will not be going up much beyond 16 billion lbs in the Nov update?
If not, maybe IVN will surprise you and come up with some strong numbers after a year of drilling. Don't assume Payable/Recovered Copper is not going to rise. The company doesn't release much in the way of drill results, so I have no clue what to expect. It could be a bust, or a home run.