I suspect we know as much and potentially more than they do.
Aussie punters don't like uncertainty and struggle with things that don't provide instant gratification.
Theres no doubt the ore business can be profitable, but not based off todays inputs.
I'm fairly certain shipping is the culprit, but reality is I have no idea.
I agree lack of detail is contributing.
Something as simple as " it would cost x right now to ship 50,000, to break even we need y. We will increase to nameplate March quarter when mineral credits will be applied dependent on shipping costs being at or below Y ".
At least then everybody knows where they stand.
.
The Dawn of EV, page-992
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