Hey Rooks, I'm a lurker on this page, and a fan of your good work here.
Can I just check your numbers with you.
Total ore shipped June quarter was 280.7kwmt not 500kwmt from my read (500kwmt is total ore shipped since first production). I think their target was 360kwmt (6 ships per quarter at 60kwmt each), which if correct could explain some of the selling given 80kwmt shortfall. Total ore sold is the same as shipped.
Same with March quarter - shipped was 220kwmt, sold was 220kwmt.
Basically shipped vs sold should line up each quarter.
Surplus ore produced as at end June quarter is ~114kwmt. That's your number to look at imo because it will likely to have either been shipped subsequent to end of June quarter or in storage to be shipped.
Cheers
Dan
Hey Rooks, I'm a lurker on this page, and a fan of your good...
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