Great Analysis Mondy. The 60mill production initially had me worried but on reflection we have to expect a large amount of resources went into future efficiencies for the ROM process, water flows and terracing etc.
"Bowen has invested considerably in reshaping the pit for a steady state terrace mining operation."
"This strategy aims to minimise future weather-related stoppages during the wet season and to
secure ROM coal from the previously flooded pit area."
Rainfall has been a bummer but expect all players will be affected.
In addition, if you consider total tonnage mined to date and current stockpiles it all makes sense.
Note re Bluff "All planned production for the next quarter is fully committed to sales".
Next year will be massive. Having the CHPP and imminent (November) TLO is key. Note: "including
a potential future expansion of the CHPP"
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