These are a bit scrambled, but some key points from today's call:
- they still hope to do one modestly sized BMX auction this quarter (March).
- pricing overall continues to run—contract (formula price) may be similar to what is being used at current spot pricing
- sees demand struggling to meet supply over the next few years
- still hope for 560-580ktpa by Q3
- strip ratio at 5:1, will peak at 7:1 (elevated costs)
- trying to get recovery rate back under control over the next 4 months
- Ngungaju maximum production currently 5kt per month: construction finished end of this month, but they're still waiting to see how efficient the flotation system is
- freight still moving between US$55-70 per tonne: vessels are available if you're willing to pay over
- $85 million left in tax offsets
- shipping is erratic, and could be 10-20ktpa less than production during HY
I can upload an audio file if anybody is interested.
Ann: FY22 December 2021 Half Year Results Presentation, page-34
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