In relation to my estimate posted almost a monthago, my prediction was $1.50 with a possible variation of 5c in each direction.
In a way to find the average IOP for the past6 months, it is not a big deal, but I would like to pay your attention to the followingcompany statements from their previous reports:
Q1FY22 report of 28/10/21
“Average revenue ofUS$118/dry metric tonne (dmt) represents revenue realisation of 73 per centof the average Platts 62% CFR Index and contractual realisation of 77 per cent”
Q4FY21 report of 29/07/21
“Record averagerevenue of US$168/dry metric tonne (dmt) forthe quarter, realising 84 per centof the average Platts 62%CFRIndex,and US$135/dmtforFY21”
Also it is notclear exactly what is the full production cost. Previously it was ~US$40/ton.
FMG Feb 2022 Div Guesses, page-12
-
- There are more pages in this discussion • 209 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add FMG (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$20.35 |
Change
0.210(1.04%) |
Mkt cap ! $62.65B | |||
| Open | High | Low | Value | Volume |
| $20.41 | $20.76 | $20.26 | $183.4M | 8.943M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 2123 | $20.34 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $20.36 | 4581 | 2 |
View Market Depth
| Last trade - 16.10pm 26/07/2024 (20 minute delay) ? |
| FMG (ASX) Chart |