Think people are missing the point that now China is out of the market, the pink sheet is unreliable, sounds like price achieved in the next Q will be significantly higher than what the pink sheet indicates.
cormack has been pretty straight forward in recent updates about the prices they achieve which is a nice change.
higher shipping costs from Africa due to the middle east Yemen issues will also make CXM slightly more attractive to close customers.
Ann: Quarterly Activities/Appendix 5B Cash Flow Report, page-29
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