Thanks SF - where did you get the Mt Marion March Qrt prices from? I used MIN 1HFY19 results for the 1H.
So at this stage looks like the ~40% difference looks like 31% timing differences and 9% underlying pricing marker/discount differences (as @PollyWaffle referred to). That's a bit of a relief.
June qrt will be interesting!
Divesting 20-49% for downstream chemical facilities?, page-189
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