Cash Flow @ Spot Price, page-15

market wants to see it first. Shipments on forecast. Costs on/below forecast, etc.
I don’t see divs being announced formally until either a half yearly or annual report as is normal. Yes, they can make a special div anytime they like, but that’s not so common. Even when divs start to flow, market will heavily discount them back to what they will be with their longer term forecast IO prices.
we’ll be happily collecting those divs while the market fiddles away the opportunity.
cheers,
ned,