A lot to like.
I have to admit, I was also way off on the pricing and I'll have to amend my modelling to reflect this.
However, one that thing that did capture my eye on the report is the $42m marked to market value. My interpretation of this is that they are currently up $42m thanks to the hedge.
Additionally:
- Increase in total amount shipped
- Increase in grades shipped
- Lump to fines ratio higher than assumed
- C1 costs slightly higher, but expected given shipping costs increase
- Recent recovery in IO price
Currently still estimating roughly a 10c fully franked dividend for FY22.
Ann: Quarterly Activities Report, page-36
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