At least management are true to form. Did not deliver FID at end of December as advised - then changed it to January and are using up every day literally in January. Surely it is all finalized by now - unless of course they choose to just drop it in quarterly - that would be disappointing something of such significance.
The quarterly details on Balama will be great one would expect however there will be some further expected shipping issues in this quart. But it is the following quarterly re Balama production/shipments/sales/pricing that will be exceptional as production increases/stranded stock gets shipped and shipping delays really improve to feed that desperate Chinese market. Look forward to news in this quart on new port timeline for use - it may be soon - maybe 6 months.
Absolutely right - ride out the current storm & add if possible.
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