AKE 0.00% $9.83 allkem limited

1st Export > 17,000 USD/T, page-214

  1. 1,340 Posts.
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    haha no joke mate.. just fully aware of the danger of making some such assumptions/extrapolations.. You have no idea when each t was produced, yet alone all the revisions that occur.. Sure you can get a rough picture of possible production rates but can say with no certainty what it is..

    Either way, looking at total exports: 7,994t (Audax spreadsheet) ... We are short 2,035tonnes of the total + Q3 forecast production (should have produced 7,029t+ 3,300t [lower end guidance for Q3]).. I could easily surmise (and could again be easily wrong) that the company is not going to meet guidance.
 
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