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clock Created with Sketch. 05/06/19
10:35
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Originally posted by muppet655:
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IMO this won’t be enough to stop the rot. I’m a bull here but in terms of short term expectations output is lower than had been hoped. May looks great but needs to be sustained to give market and big players confidence, do their numbers for deliveries this month include the delayed shipment from last quarter? If so April and June have been/is looking poor. 39000 possibly minus the 8000 from last quarter doesn’t equate to great performance by any stretch. They also drop a potential bombshell with the comment on ‘focusing on improving recoveries’ the pessimist infers that recoveries are a problem and as previously, poor recoveries means high costs per tonne of shippable product...
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The minor details don't outweigh the greater news. It's like complaining that 95% ain't good enough at this early lifecycle, I expect 99.99% at this stage and 100% down the track. Such dissappointing news!
