I like slide 4.

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I would like it too if they could complete at least complete one turn of the loop before stating the plan is to repeat it over and over again.

I think there is a glaring mistake in the presentation that need fixing:

Slide 15 & 16 -> states CU prices 10% higher than base case of $3.25 (how did that one get through the proof read?) and no dots on the gold and molly. The chart should show the only positive dot being FORREX, and all metal prices should be well into the negative. Captial costs likely will increase in the wake of Mt. Polley. This is a huge misrepresentation of facts and should be corrected...