RE: Blockade broken26 Jan 2026 11:15
Doesnt matter how you cut it, based on AISCs and current price, 70p seems very VERY manageable in the short to mid term.
We're highly sensitive to negative newsflow so I'd expect a slight retrace if the dupax results aren't favourable, but if like myself, you were invested in La India only, as a stand alone project, there going to be printing money this time next year at unprecedented margins.
We live and breathe these projects, but as soon as the wider market twigs on to the scale of the margins we're currently looking at, I can't even see geopolitical factors holding this back. Look at the physical progress on the ground!
I also think that - given the Orange Man's latest behaviour- the US is losing it's ability to negatively influence us, as well.
If the US hits us with extended or.further sanctions/tarriffs, guess what.
We'll sell to china / MEA.
The banks are well and truly onboard now..the dollar's proved itself to be way too risky in the medium term.
Fantastic news.for us