Thread by @OriginalBraila

$CS Capstone Santo Domingo project:
When we probably face a very strong price cycle I like mines with many different metals where 1-2 are treated as offsetting credit on cost.
What you get then is basically both higher metal price AND lower cost (due to more valuable credit).

SD in Chile looks Great... but the point is that it could be much better than that. It could be profitable like few other copper mines because it is:
Copper (3 vs 4.5) +
- Top Q 65% iron ore (80 vs 220)
- World class cobalt (20 vs 25)
- Gold (cashed to build mine)
- Sulphur

So this is the starting point and then you can start the fun of thinking where the cash cost would be if for example iron ore holds up reasonable. Know that 65% iron ore is premium vs the good stuff (62%).

So look at the prices for iron ore, not the 3.3m ton initial annual production and them having that counted as 80 usd and compare to today 65%:
custeel.com/en/csi.jsp
100 usd extra or 330m usd per year cuts the 263m annual copper's cost profile by over a dollar

The value of sulphur was touched upon in a great comment I would also point you to think the thought of what 5% of current world production of cobalt is worth to the West when most now is from Congo and semi Chinese controlled. And perhaps think: Battery stream company buying it?

Capstones $CS Santo Domingo is perfectly situated within Chile, cutting costs through harbor deal and IMO you get it for free as the rest of the company is at 6.4x earnings with long life and a huge growth story itself (more on that to come).