BMX Auctions - Historical tracking

As Ken in previous quarterly advised we should start to see an increase in the frequency of BMX auctions in the coming couple of months (once Ngungaju ramped - expected in Sept qtr 22 to be fully ramped), figured I'd start this thread for us to be able to track the progress of the platform (price, tonnes, other data as relevant etc). Anyways have copied my data below based off the prior 4 auctions:



Once we get more auctions through - be interesting to chart the prices received - and even the tonnes put on the platform (note: Ken did mention he didn't envisage the platform offering more than 10k dmt of product in any one auction).

Once they are happening more frequently we might even be able to start to pin point the actual date of each upcoming BMX auction with the more data we collect (hence I include those 2 dates in the above screenshot).

I also outline above what Ken reckons the offtake agreement prices received for that quarter will be - so we can see the discrepancy.

Note: my conversion to SC6.0 is different to PLS's, and results in a couple of dollars either side discrepancy - not a big deal on tonnages we should be dealing with in the auctions.

Personally, I wouldn't mind seeing a BMX auction on the final business day of this year (just so happens to be 29/07) - being exactly one year since the first auction. Should show a decent uptick in prices received in 12 months.