Just off the cuff, now all production is from Ellensfield, ramped up.This is closer to the wash plant. The grades at EF are higher on average than BF, and have a somewhat lower prop. of energy coal. Then add to this a lower overburden ratio of 5:1, as routine stripping continues for next quarter's output, costs from that will be quite a bit lower.
Expect cost of rain events to be much lower, June Q than Mar Q as the wet is now over, and depending on rail availability plus port availability, there were three shiploads backlog at the cleaning plant because of the cyclone - ships in the loading queue having to go out to sea, and Christmas rail staff shortages. There is no reason to believe these would be repeated in the June quarter now. Cyclones are over.
There has been somewhat of an improvement in the energy/Newcastle coal benchmark FOB prices, and coking coal has been quite good.
So I'm on the optimistic side for revenue and cost base numbers, but the quarter isn't over yet.
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Ann: Investor Presentation March 2024 Quarterly Update, page-91
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