RE:RE:tc down, zinc spot up and rising, Trevali ready for take offto be clear: current TOTAL costs of course including interest payments, GA etc are at around 1.02 - see @firecrackers post "the dye is cast" which is absolutely correct. AISC costs now are at around 0.92, going down to 0.90 per year end. So its 0.10 for interests, GA etc which is the correct number.
This means
1. Trevali was net profitable in Q3 due to the repricing of their 0,92 zinc production (see firecrackers post which I verified and which is correct)
2. with total costs including interests, GA etc etc at 1.02 now, Trevali is currently profitable and will easily match credit covenants in Q4 for 2021.
3. As for capex, we already discussed that: yes, capex will go up again in 2021, but Treatment Charges will go down to 200 or 250 USD/tonne. Means: if Trevali spends 0.05 (with 250) or 0.10 USD/lb (with TC at 200) more on Capex than they do now, their total costs will stay at 1 USD/lb.
As for the stock price, I know that there are a whole bunch of shorters in this forum as I got bashed and insulted in a bad way in this forum already, you may have read it.
So just to make it clear to everyone: just like @firecracker74 I do support a polite exhange of informations here and I thank you for discussing objectively as well.
The above numbers are not fiction. You will see the Q3 results in 3 weeks and more good news will come soon, maybe even very soon.
In a few weeks, the markets view of Trevali will have changed. Its just time for the company to get numbers and news out :)