If the IKAN is the last SC6 cargo departing from Port Hedland this year, let’s say with another 10-20,000 DMT SC6, then a total of 62,000-72,000 DMT (5 vessels) of SC6 has been shipped between AJM and PLS...
Altura sent 2 vessels in October with 12,000dmt each , plus one (TBC Princess) in November with 17,000. In total 51,000 dmt from AJM.
PLS guidance was 35-70,000 dmt ... so I think we don’t have information to support that we’ll met guidance, but the opposite as It seems we’ll see a flat 23-24,000 dmt from PLS in this quarter ( I hope to be wrong). I would like to see a monthly update with the shipments sent, as AJM does..
Merry Xmas to every one !!
PLS Price at posting:
25.5¢ Sentiment: Buy Disclosure: Held
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