Ann: Successful commissioning of the Iron Ore Con, page-4

re: Ann: Successful commissioning of the Iron... It would be even more positive if Anglo get there &#^%^ together. The loading facility accident and deaths were both a cluster and tragic for the people concerned. From what I can research Anglo do not have a good name and history in the region and are looking to withdraw from the region over time. Until Anglo fix the facility which looks like it will be 2 months minimum, the separator plant will be costing BDR an extra $1m per month to produce concentrate. Not ideal in the ramp up phase when needing to squeeze every dollar for cash flow and needing to pay down debt ASAP.
I would assume all things being equal that BDR will get through the next few months and then the stockpiled concentrate will be like money for jam when sold.