Very professional delivery by Simon covering all key points.
Was very direct in answering questions as well - his style and manner does inspire confidence.
Short summary was the cyclone threw a spanner in Q4 results but productivity improvements from the Wobbler( spelling?) and Ikamba will drive 2024 improvements.
Reinforced that focus was on achieving a $15/tonne margin into a buoyant market with offtakes in place to support sales targets.
Indicated he would firm up guidance soon from the range of 6-7M tonnes in place.
Ann: MMI Webinar Invitation to Shareholders, page-2
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