Trying to understand the value proposition of EQR and how the 2026 and beyond expected cash flows and mining financials will look.
Can anyone explain simply:
- Expected 2026 MTU of Tungsten for both Mt Carbine and Barruecopardo?
- % of tungsten in the concentrate and the price compared to the APT price EQR typically earns for the product? (Does it differ in the EU vs Australia?)
- Likelihood of sustained supply deficit of Tungsten going forward into 2026 and beyond
- AIC and AISC /MTU for both mines?
These might be quite basic questions but I would say EQR don't make it easy to understand financials when going through the company literature and I am having a tough time finding a 2026 outlook.
Thanks in advance. Looking forward to getting a better understanding of the business.
Trying to understand the value proposition of EQR and how the...
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