Ann: Peko Inferred Resource, page-18

I will be [ pleasantly ] surprised if they get any ship loaded and out this side of late November. I've been watching the port data but haven't seen to much at East Arm that might be relevant. Price of 65$ fines has been better than USD122/t and a soggy AUDUSD is certainly helpful.

We should get a sense from the qrtly as to where they are up to in load out given they get I think 60% of each 7500 delivered to Darwin.

We live in hope that revenue receipts suggests something line 60 -> 70kt

But I suspect we'll not hear anything until 4.00pm Monday 31 October

Have a great day