how did you come up with number? legit question as my calcs show me 34.4% (average over 2 years) from 2025 which is when ALK will move to 100kOz. See the table above from Joel posted.
Hence why I said things will look better from around mid-2025. But the next 4 quarters will be painful where hedges are highest per quarter while production will be ramping up. And the next 3 quarter will be absolutely terrible as ALK won't be at 100kOz p/a while the Quarterly hedges are huge. Unless ALK ramps up production faster and even then % wise hedges will be high.
I could be missing something though hence I am curious if you can explain your math. the way I calculated is total hedges for 2025 and 2026 vs 100kOz. If broken by year I got around 35% for 2025 and around 33% for 2026 hence average is 34.4%.
How did you end up with 8%.
Ann: Half Yearly Report and Accounts, page-162
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