On EFA, I don't intend to respond any further. I've been in finance for 20 years. You are spitting absolute nonsense. The facility was first for 6 months from March to September and was rolled over for another 6 months until March 2024. You saying that they had to rollover to avoid default makes no commercial sense. What, did they suddenly stop requiring working capital in September??
On prices, I understand what you are saying, but you are making too many assumptions i.e. that the company is giving discounts. Where in the quarterly does it say that the company is heavily discounting? They said it was around A$400 per tonne at some stage. This could be gross revenue or they might not have received all the money yet. It may be that there was a set off against the cash component of revenue. Who knows?...
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