In relation to my estimate posted almost a monthago, my prediction was $1.50 with a possible variation of 5c in each direction.
In a way to find the average IOP for the past6 months, it is not a big deal, but I would like to pay your attention to the followingcompany statements from their previous reports:
Q1FY22 report of 28/10/21
“Average revenue ofUS$118/dry metric tonne (dmt) represents revenue realisation of 73 per centof the average Platts 62% CFR Index and contractual realisation of 77 per cent”
Q4FY21 report of 29/07/21
“Record averagerevenue of US$168/dry metric tonne (dmt) forthe quarter, realising 84 per centof the average Platts 62%CFRIndex,and US$135/dmtforFY21”
Also it is notclear exactly what is the full production cost. Previously it was ~US$40/ton.
FMG Feb 2022 Div Guesses, page-12
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