Hi EL,
been reading through all the comments between you and milkman. I understand what he is trying to say.
To be fair, not sure would call your assumption a minor flaw. If indeed the company makes the concentrate difference in June Qtr to meet guidance that’s about 2,500t. $1 difference to cost represents approx $5.5million for the Qtr and a $2 difference is double that. I think your assumptions are too ambitious and surprising coming from you because generally you are quite conservative and I don’t mind that about you.
Reluctantly his correct. I would just stick to the information provided by the company and better to assume worse position as to date Qtr results have been disappointing and I really don’t think June Qtr is going to be any better. Either slight reduction or maybe even surprising the market with higher costs. By July you’re going to know regardless.
- Forums
- ASX - By Stock
- PAN
- Chart thread
Chart thread, page-912
-
- There are more pages in this discussion • 305 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add PAN (ASX) to my watchlist
|
|||||
Last
3.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $103.9M |
Open | High | Low | Value | Volume |
0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
PAN (ASX) Chart |
Day chart unavailable
The Watchlist
SER
STRATEGIC ENERGY RESOURCES LIMITED
David DeTata, Managing Director
David DeTata
Managing Director
SPONSORED BY The Market Online