So if it is included and we err on the side of caution, 175kt. If those latest contract prices that SF presented are used and again err on the side of caution and adjust for SC 5.5%, So 5190 x 0.91666667 = $4757.50
4757.50 x 175k = US $831 337 500.
Lets err on the side of caution with the exchange rate and give it a rate of 0.66.
So 831 337 500 x 1.5151 = AUD $1 259 605. Sept 1/4 Cash flow.
Now on current production, PLS won't ship 175kt per quarter unless the 2 plants run at above nameplate of 540-580kt. So a midpoint of 140kt per quarter is more likely. On a positive note, it appears that contract pricing will keep closing the gap with spot prices. So for FY2023, I'm going with at least AUD $4.5 Billion Cash flow, being conservative. What that ends up being in EPS I have no idea.
That is 2 beer coasters worth of calculations and the limit of my very rudimentary abilities.
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