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As the company said , it’s not lost production , simply pushed...

  1. Autosime
    20,369 Posts.
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    28/10/21
    18:23
    Post #: 57155617
    As the company said , it’s not lost production , simply pushed forward to be extracted over next 3 quarters . If they produced on time they would have sold at 630 vs 880
    the Zircon price did go up , so your calls of 16c as simply unrealistic.
    i don’t understand why people focus on a 35 dollar aud cost increase where realised HMC price is now 370 aus higher than 2 quarters ago !
    IMA Price at posting: 19.5¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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