I have not seen Shaws report but have listed some positives below:
• Cessation of mining at Bluff
• Pausing Broadmeadow East and relocation of workforce to Ellensfield will reduce haulage costs and improve efficiency.
• Ellensfield to reach steady state this qtr.
• Ellensfield strip ratio 5:1
• Cash receipts of $28M relating to sales during the qtr. collected in April.
• Forecast steady state mining to be preserved during transition from Ellensfield to Plumtree North with final coal extracted from Ellensfield in June 2026
• Plumtree to operate until FY2030.
• Lenton to start in FY2027.
• CHPP utilisation at 95% in April representing a new record.
• Better product mix with coking comprising 67% compared with 53% prior qtr.
• Secured annual contracts for Burton HCC with forward sales secured with reliable long-term customers.
• Discussions regarding port and rail access
• Future state royalties covered.
It was always about Burton and Lenton due the infrastructure on site. I think they got distracted with Bluff and BME although BME has probably enabled them to help get Burton moving.
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