Daisy don’t you think the time for the kindergarten teacher stuff is over. ‘let’s all hold hands while we cross this big road’
You have been saying that for months, and meanwhile the ‘road’ has turned into a desert of price decimation.
… “Hold strong everyone. The only fundamental LTR is weak on is the price of Spod. All other boxes are ticked. ..”
I saw last night that @Sjlasx posted some ‘boxes’ with rather sobering figures: https://hotcopper.com.au/posts/77265863/single
One that jumped out at me was his estimate :
.. “current debt is in excess of A$700m without including the Ford capitalised interest.”
Is that a ‘box’ that has been ticked ?
What about the estimate that - all things considered - revenue might be lower than guidance?
…. And the mighty costs flagged for FY 2026?
I think prices right now are at a critical level, and I have no idea what I would be doing, apart from sweating blood if I was a holder here (the price was ‘way up ‘ at 85c or whatever when I first posted to say that - even for ‘ordinary people’ - it’s sometimes better to step out for a bit then buy back in.)
But I DO know that -sweating blood or not - I would be wanting more then ‘let’s just hold hands because in the end everything’s going to be tickety boo! ‘
Is that debt a problem or not?
Is LTR really going to be profitable as of last December quarterly?
What about EOFY .
Is it going to need the free State loan?
If so will be taking all or just part of the $15m on offer?
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