Cafa, correct, we require inventory values to assist with the calcs. LYC gave some good guidance in last QTY on respective cost components between fixed/variable and WA v Malaysia. This information should allow us to gain a better understanding of fgds stock build, WIP etc. We have to remember there is a significant time lag between RM into the LAMP and FGDS for sale, and IMHO this is part of the reason for high cost of production numbers v sales revenue at present.
cost per kg, page-12
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