SFZ 0.00% 0.2¢ south american ferro metals limited

talked with sfz- sinter price is 70% of lump price (not 30%, I...

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  1. 9,034 Posts.
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    talked with sfz

    - sinter price is 70% of lump price (not 30%, I was wrong)
    - plant is operating to expectations at a sinter/lump mix of 30/70
    - they didn't think they had stated a mix guidance of 65% lump, 35% sinter

    I sticking to my story, it's pretty clear

    all the broker notes, and the prospectus, either imply or specifically state a target production sales mix of 65% lump, 35% sinter

    can't blame a poor market, that's the reason for the sh**y share price
 
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Currently unlisted public company.

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