Pretty much agree with what you say. My only quibble would be that I am expecting closer to 2 million oz/yr silver from Cerro Bayo, since that is the rate they were producing before the flooding out the mine down.
Add in another 4 million oz from Challacollo mine in 3 years time, and that is 6 million oz silver between these 2, which would make it a fairly substantial producer.
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