Something which I saw and didn’t understand was the extremely high level of port charges - eg for the 6 months ended 30 Jun 2023, there was $26.1m of port charges vs $29.6m of revenue from export sales (unless the Brazil sales also go through port?)
The above made me unsettled and I ended up exiting my position thankfully before the suspension - but I’m wondering if anyone had similar concerns and/or information regarding the port costs?
Ann: Suspension of Operations, page-19
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