I did say will be good for next year or so. I should have said 2021 onwards. Good meant better than likely.
$550 would be a godsend ASAP as the company would be fully cash flow positive IMO less SDV capex which is an investment in forward earnings.
Im hoping Simon says tomorrow that prices have stabilised and we are seeing green shoots.
With the shipment booked in for August, he should be able to give an overall indication.
Cheers
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