Might not have a choice... lenders in this space are becoming rare birds... Frankly, amortization is a good ballast on Terracom because their expansion plans are dumb. Guinea Bauxite is not a game for anyone outside of China. They control that region and infrastructure. Even Rio struggle there.
Anyone got a good breakdown on the costs for Blair Athol, I see no shipping figures broken out. Someone tell me if I'm wrong but I'm modelling AUD70 cash cost + 20 AUD shipping... Be keen to hear if this is conservative or off the mark.
On revenue, i'm using a 20% discount to the Newcastle forward curve (see link). Results are showing a $0.60 target.
https://www.barchart.com/futures/quotes/LQ*0/futures-prices
Ann: Appendix 4E and Preliminary Financial Report, page-22
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