AQJ 0.00% 20.0¢ aus asia minerals limited

contacting ces - pachino?, page-19

  1. 1,809 Posts.
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    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.
 
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