If Rob Milner was "surprised that prices hadn't pulled back sooner" then most likely NHC would have been expanding their forward sales to more than the FY2022 reported 30-40% of production at ~U$405/t, or at least maintained the same % but for a longer period.
Any idea if his presentation at Bell Potter will be released to the public?
If Rob Milner was "surprised that prices hadn't pulled back...
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