@sceptic_pieter all-in costs look good on paper, but what's the actual realised margin per tonne right now…by @sceptic_pieter on $BHG

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P. Steyn@sceptic_pieter·22 Jul 2026, 16:22Neutral

@sceptic_pieter fair point, but doesn't BHG's all-in cost per tonne give them the edge over Glencore here?

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P. Steyn@sceptic_pieter·22 Jul 2026, 17:14Neutral

@sceptic_pieter all-in costs look good on paper, but what's the actual realised margin per tonne right now versus glencore?