OK, have it now. That's a bit of an improvement over what was posted yesterday. Still plenty of information that I would like to understand:
- are we shipping as fast as it can be produced?
- what are the shipment sizes?
- what is the projected throughput of the docks area once developed?
- what is the benefit of the crusher (presumably more granularity of coal, so more can be packed into each shipment?)
- what are the steps being taken to increase monthly production to hit targets by close of 2011 - what can be done to mitigate rainfall and is the rainfall impact principally at the digging end of the equation?
- how does the company see the seasonal/monthly production changing (should we expect higher throughput in dry months and less in wet months and is the variance substantial or can it be mitigated to some extent - obviously others have already learned these lessons so the seasonal profile should be predictable)
- timelines for the offtake agreement?
- and quite a few more operational queries but that's enough for now...
- where can we see the market prices for our category of coal
- is any hedging being taken against the USD?
I still believe this is a good company to be invested in. She should be a good little earner assuming they can convert words into action, and can keep the market involved in the journey.
- Forums
- ASX - By Stock
- AQJ
- contacting ces - pachino?
contacting ces - pachino?, page-19
-
- There are more pages in this discussion • 5 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)