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Ann: Shipping and Operations Update, page-87

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  1. 457 Posts.
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    SP calculation is a little odd as we haven't reached steady state yet. I based it on the preceding 4 quarters - alternatively i could multiple each quarter by 4 and assume that was the case, but that seemed a little too simplistic/incorrect. Reason the excel sheet has 2.7 cents for June is that the preceding quarters are empty in my document.
    As for margins, i have used the 20mill cost estimate guidance given. Cash cost of 600USD was the lower end of the price guidance given by PLS.

    Unsure when the AUD 300 opex cost will come into play though and what future Spod 6% will be.

    Appreciate the help, but you can leave the paranoia out of it.
 
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