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some critical thinking from above ; " with 13,000 tons slipping...

  1. kcf
    346 Posts.
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    31/10/22
    11:10
    Post #: 64493019
    some critical thinking from above ; " with 13,000 tons slipping into early October due to Australian port congestion"
    Geraldton looks pretty busy now. W.A. ports usually get worse in December.
    A moisture management plan for the concentrate should not be difficult considering the location of the plant.
    Vessel delays can impact that plan.
    Demurrage usd$10k?/day if they are chartering.
    kcf
    STA Price at posting: 39.5¢ Sentiment: Hold Disclosure: Not Held
    Likes Created with Sketch.  Upvote
    lightbulb Created with Sketch.  Great analysis
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