Many things are uncontrollable such as product pricing/cycle etc, but make no mistake, what they have been able to control they have done so very well.
Close to nameplate which is around 18,000 tons per month. Heading towards sub US$300 cost base, whilst an aim, it's a remarkable restated aim at this stage in the plants life.
No doubt comments such as this do support the CR, but having said that they both appear to be more than acheavable targets which AJM are closing in on, this coupled with what now appears to be the majority of industry experts calling product a price stabilisation at worst and increases from here likely.
Cheers Phil.
AJM Price at posting:
7.0¢ Sentiment: Buy Disclosure: Held
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