Unfortunately i cant see the DMC contributing much to the next 4C because of the lag in receivables to our energy costs. I think this is why the estimated Product Manufacturing and Operating Costs were quite high from the last 4C even though seasonally the energy usage is reducing. I have utmost confidence in where they are going, but there just always seems to be a one-off that makes each quarterly not appear quite as good as it really is. Its incredibly frustrating.
But for DMC, i suspect we would have been CFP this next quarter. But having said that, from the long term profitability of the company, would you not want them to embrace DMC? Of course not. I'm afraid we just have to be patient.
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