Customer Spod Prices.pdfLong Term Spod Price 4.pdfShort Term...

Customer Spod Prices.pdf
Long Term Spod Price 4.pdf
Short Term Spod Prices 4.pdf

Short Term Spod Prices 4.pdfOriginally posted by Brainwave1

Yeah I'm OK, but still IMHO.

Am not here to dispute everything, would be non-stop posting on some opinions raised here.

The $800/t is GS's Spod prices, not mine. I will attach my prices for you. I do this about every 2 months, based on my research and also post a graph of my cash flow predictions for next 12 years. Will not do this just yet as half way through updating cash flow bit.

1, My short term predictions, use for a starting point of financial modelling.
2. Long term predictions, use over the 12 year Stage 1 LOM. Please disregard the Core calibrate line, is from Oct CR raising still trying to make sense of it and how to use it in my modelling.
3. And Customer prices, this is my guesstimate of what revenue could be gained, based on discounting for FOB, SC5.5, lag in pricing formula, ceiling floor etc.., as contract price / not spot, etc.. As have said before I base on SMM site, as spod price info is free and although maybe not 100% accurate use to note trends,etc.. We will never know until say July when report of what shipped and actual revenue gained, but I don't wait so guesstimate.

PS: Am half way through so numbers may change. Note are called ....4.pdf. Will be my fourth time providing info.