Theres a serious mis-match in terms of production and product shipment, so unless they disclose the product volume produced over the quarter I still don't think you are going to be able to read much into the figures. The first shipment was actually produced in the June quarter and there are production costs in the June quarterly, $2.8m odd. The first shipment of 26,200 was moved to port starting in June and was completed in July. If the grade was 33.7% that's $3.17 dmtu, which might be production but not include port and shipping etc, who knows. Moral of the story I don't believe the production cost numbers will be translatable into something meaningful because some are in last quarter and a majority of this quarters production, whatever that happens to be, is yet to be shipped. A lot of moving parts in the sales receipts but may be able to piece something together out of that.
Some more definitive timeframes would be useful to all. Might be best if they stick to 1st quarter, 2nd quarter kind of thing because clearly Mr Market doesn't do waiting.
E25 Price at posting:
$1.76 Sentiment: Buy Disclosure: Held
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