This is hard to tell due to the undisclosed contract prices. I'm pretty sure it's improved from last Q. Last Q was 38%, I'm think it's about 30-35% for the Q, closer to 30% ATM.
If they can ship 170MT for the FY and discount is improving, this will give SP a big boost.
I think once the AGO saga is over, SP will head north regardless.
DYOR.
Frank.
Iron ore price, page-6409
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