Hi Stifler at this rate they will be running out of tarps…4000 bags up to the end of September and now looks like DFS production rates may be being hit…112 bags per day at DFS level
At DFS prices they only need 33 bags to cover ROM costs and a further 15 bags to cover the debt component which leaves 64 bags of free cash margins less Wogans 10-15% fees
Regards Croc
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