a quick summary, page-8

  1. 1,167 Posts.
    lightbulb Created with Sketch. 7
    Costs (before D&A and royalties and distribution) - $53M
    Sales volume - 1.224

    Cost of sales (US$/lb) - $43.3

    Sales volume - 1.224
    LHM - 0.624M (51%)
    KM - 0.60M (49%)

    C1 Costs
    LHM - US$31.8/lb
    KM - US$49.0/lb

    50% *31.8 + 50% 49.0 = $41/lb

    The difference is likely due to inclusion of higher cost inventory (production from previous quarters)

    Going forward when the LHM will account for a greater proportion of sales, the cost of sales (US$/lb) should drop considerably.

    Happy to be corrected if my analysis is flawed
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
$7.94
Change
0.250(3.25%)
Mkt cap ! $3.168B
Open High Low Value Volume
$7.60 $7.98 $7.53 $23.88M 3.052M

Buyers (Bids)

No. Vol. Price($)
4 7628 $7.93
 

Sellers (Offers)

Price($) Vol. No.
$7.94 1200 1
View Market Depth
Last trade - 16.18pm 16/07/2025 (20 minute delay) ?
PDN (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.