Thanks for posting these Sims. I find they are far better than the drivel by the Aussie analyst.
For mine, I think the Malaysian analysts are a bit harsh on CY 23 results and too conservative on their CY 24 results as well, given that we will likely be at nameplate production by mid ‘24 ( stated by Adrian Low on the interview).
I eagerly await the half yearlies particularly to see what cash is doing.
Ann: 30 June 2023 Quarterly Market Update, page-16
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