Wow the downrampers got in early on the comments here.
We knew there'd be a drop in spod price, but I'm pleased to see the cash balance hasnt dropped too much (dividend was paid too), we're still making good coin and more importantly the growth plans are doing well: P680 produced first ore, P1000 on track and Posco train 1 77% complete and commissioning expected in 2Q.
I don't think anyone can predict how the short term price will pan out, but the medium-long term once these growth initiatives are complete is looking very tasty!
GLTAH!
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