Thanks Arrow. I am slightly more optimistic on Q2 bauxite shipped: 425kt for April, ~710kt for May (based on barges, subject to revision once the operational update is released), ~720kt for June (based on guidance - March 13 operational & market update) => ~1850kt for Q2.
On the other hand, I am expecting site costs per tonne shipped to be $1-2 higher than Q4 based on the reduced scale, which brings me to a similar bottom line.
Add to My Watchlist
What is My Watchlist?
