Expecting high range of the shipment guidance for Q1 and Q2 combined (92.5Mt). C1 cost for Q1 was at 15.25. Could climb to 15.5 for Q2 as per FY22 guidance. Q1 discount was at 73%, could be 70% for Q2 or less. Exchange rate stable around 0.73 for Q1 and Q2.
-> Anything greater than 90 cents would be a real surprise.
The main driver / unknown is the revenue realisation % of the average Platts 62%.
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Open | High | Low | Value | Volume |
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No. | Vol. | Price($) |
---|---|---|
3 | 32185 | $19.38 |
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Price($) | Vol. | No. |
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2 | 2000 | 19.370 |
1 | 2000 | 19.360 |
1 | 10000 | 19.350 |
4 | 14530 | 19.340 |
Price($) | Vol. | No. |
---|---|---|
19.430 | 946 | 2 |
19.450 | 4300 | 2 |
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19.510 | 78055 | 2 |
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