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Ann: JSW Steel Purchase Order, page-193

  1. Otto_
    198 Posts.
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    11/12/17
    16:57
    Post #: 29543432
    Hi Unrealous,

    Thanks for posting that. May I ask where and to who this was presented?

    A few things I noticed in that such as:
    - our targeted production cost is now A ~$40 per tonne
    - 2.5Mtpa now scheduled for mid 2020
    - Sales initiated with Minera, but still worded as offtakes with JSW and BMM
    - Still backing the 50/50 JV with Wei Hua
    NSL Price at posting: 1.8¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 4  Upvote
    lightbulb Created with Sketch.  Great analysis
    Stroke 3 Created with Sketch. Comments Created with Sketch. Reply

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