Given the lack of colour that has been given on pricing and shipping costs, it's important to consider all views - so for that reason I thank all contributing posters.
I just had a look at the JMS qtrly and looks like they have recieved CIF pricing slightly above Q1 levels. They use a different reference, but still worth noting. Whilst they dont explicitly state shipping costs, their overall costs are slightly down QoQ and are making margin on their ore.
I don't follow them closely enough, nor have enough intimate detail on shipping rates/markets to know how much we can read through for E25... but I think these takeaways seem relatively positive.
E25 Price at posting:
$1.97 Sentiment: Hold Disclosure: Held
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