With regards to next BMX auction, It's become obvious that PLS are holding out for Q122 CY, maybe looking to capture +$3,000pt for a few cargoes in that period, setting the tone for higher contract prices for the Q2 22. Management have guided for 90 to 115kt of production for this Dec quarter, which at the low end of guidance, is mid range nameplate capacity (360kt) of Pilgan plant, assuming improvement works are on track.
Therefore, potentially leaving $25kt of uncontracted spod for Q1 BMX spot sales, oh you are a sneaky and greedy bugger, SF.....
Good News & Bad News, page-5847
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