Presentation of Annual financial results towards the end of the month. Interesting to see if any guidance re offtake price anticipated to be received for the quarter is given. $US5000+????
Calculator and beer coaster at the ready.
Dorth Oldendorff at anchor still. Third shipment for the quarter. My estimate 70000t approx already shipped this quarter @ US5000t say is a lazy $US350m. Or at 70c $A500m. Another 70000t for the quarter (140 of 560) and we are looking at receipts of $A1BILLION for the quarter.
It's beginning to look a lot like Xmas.
Aside from the mountain of cash keenly awaiting drill results to see if what is going on at depth at Pilgangora. Could be an Ann from left field there.
All sorts of news could drop at any time e.g.
Calix/PLS .
Further JV's.
I have no doubt that the 400000t of unallocated spod per annum from 2024/5 onwards is well and truly on the radar of converters and manufacturers from all corners of the globe.
Breathtaking. DYOR.
Good News & Bad News, page-13385
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