Agree Gordy, disappointing for me too. Very thin on detail re Fortescue Energy projects. Looks like it's going to take more time.
Guidance for FY24 total shipments unchanged 192-197mt, with shipments hitting the lower end.
Decrease guidance for capital expenditure to US$2.5 to US$2.7 billion, previously US$2.8 to US$3.2 billion and yes guidance for net operating expenses US$100 million lower from US$800m to US$700m for Fortescue Energy..
Tony
Ann: March 2024 Quarterly Production Report, page-4
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