@DonDurrett I wouldn't say it is that bizarre. Initial guidance from Beaver was: AISC of $1,500 now $2,200. Capex from 150 to 172M, and payback went from less than 1.5 years to approx. 3.5. So, now you throw an 80/20 financing, which is 35M USD.
@ResetTime2030 Have you read the Goerhring and Rozencwajg latest newsletter? They are taking the position that the copper market isn't as tight as the bulls would suggest,
@LynAldenContact Is this because small caps that are successful eventually move into the large cap category thus leaving the laggards in the small cap category?