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March Qtr sales 133kt sounds well below plan production...

  1. icebear
    86 Posts.
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    31/01/22
    20:37
    Post #: 59256590
    March Qtr sales 133kt sounds well below plan production levels.

    If black warrior is 20kt/mt so Approx 60kt for Qtr the New elk contributes 77kt…
    This is a long way below the hoped for annualised production levels.
    I know there is a lag between production and sales…but I think the market wants to see real volumes and sales at/near benchmark pricing before we see much of a rerate
    AHQ Price at posting: 52.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch. 1  Great analysis
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