I wouldn't worry about SP reaction so far , all IO stocks were down today . Keep your eye on the Pellet price and margins and if stays even remotely close to what it is now , we will be very happy in 3 months.
With 2.4-2.5m tonnes of pellets produced per annum - a 10 dollar higher realised price would have a 24-25 m revenue uplift. Even if it costs 5 dollars more to make a flux Pellet that is still an 12 m dollar cash flow benefit or annum
Core value, page-21
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