Interesting report and interesting comments. IMO the report does lack clarity but maybe intentionally be too descriptive due to competitor and customer confidentiality issues. I asked management to do a Whitehaven type with Benchmark prices and prices received. Maybe in the future. The volume really is two fifths of bugger all and really not representative of ongoing production costs and sales revenue.
The Petrindo JV should restore the confidence of even the biggest knockers.
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