PDN 1.04% $12.39 paladin energy ltd

what will tomorrow mornings report say?, page-13

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    Tomorrow, it will be the **net** loss to look at. The interest for some may be the associated impairment. Current spot has fallen to 34.50 again - at multi-year lows - they are caught between a rock and a hard place regarding spot selling and MT/LT contracts - their business plan may have been to lock and load into 2014 regarding U contract pricing - this may be becoming unstuck. They'll be bravado about production - but some may look at the cost of production. Pretty sure much of tomorrow's details have been factored in atm IMO. Getting cheap.
 
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