General discussion, page-1057

Ahaha wtf, completely wrong. You've been wrong on every pricing expectation so far. Maybe it stems from your misunderstanding of how much they sold last 4c, and now your maths is just completely cooked??

I recommend you re-read their anns over the last year so you have this right......

The only reason management haven't released proper pricing is due to ASIC regs. Should get a better mention in the 4c, hopefully, you'll release that you have 0 bloody clue what you are on about.

I believe its cause you expected them to get paid for the offtakes last quarter when payment will process this quarter hence you've completely rekt your calcs assuming shipping values that just didnt occur.

I have them getting paid 270 a ton after speaking with management early Dec