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curlews

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curlews

Re: cl001 post# 13235

Sunday, 04/05/2009 10:46:06 AM

Sunday, April 05, 2009 10:46:06 AM

Post# of 35742
Cl, the only thing in your analysis that I would question is whether a $500 margin is conservative. They said the LOM cash cost would average slightly lower than $387, but they may have trouble reaching that efficiency in May and June. I would expect higher cash costs for a while as they increase mill capacity and work out bugs in the process.
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