Would be good to see them address the operational costs more than the freight margin etc. The $5m income from 54kt is about on par with expectations and the increase in spot price + freight change/lower prices + mineral credits should see it easily rise from ~$3dmtu to $4.5-5dmtu
The $11m in mining costs for ~75kt production is way above PFS and showing how these costs will reduce as we ramp to nameplate would be more beneficial and more of the unknown factor in any future cash flows.
Q4 2021 - 3.6m loss
Q1 2022 - 1.5m loss
Cashflow prediction quarter, page-7
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Mkt cap ! $46.18M | |||
| Open | High | Low | Value | Volume |
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| No. | Vol. | Price($) |
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| E25 (ASX) Chart |