I dont know, the markets are contrarian. But there are a few things we know or can extrapolate from known shipments etc.
We know they shipped 30k in Q2. Negative built in SP.
They made the unusual announcement of record production for April, i dont believe they will have made that if they honestly did not believe they could maintain cash cost etc for the balance of Q2. Positive built in SP?
We now know we have 42k booked in already and thats only 6 wks into the qtr. Got to be one more if not 2 to add? Positive on SP? Guidance may be given?
SDV according to some is already built in as a negative carrying value / liability. I dont agree but lets go with it.
A40 investment has gone south about 30% but its not huge $
I dont see too many more negatives to come. What can be more negative than where we are and still naking money at Mt C. (corporate costs is the issue which i have raised a number of times).
My biggest concern is a cheap takeover, especially before my CGT 50% kicks in (sorry thats a more personal issue) or a worldwide black swan event. Thise we have little control.
Dyor good luck to all who want the share price to rise!!
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