Its easy to overthink these situations, its relatively straightforward we are losing money on every tonne we sell and that needs to be rectified as soon as possible by any means possible and the JV is working on it for obvious reasons....the top 20 doesn't tell us a lot as it can change at any time for any reason, makes for specularion but not hard evidence of intent as situations change and certainly doesn't make the price of concentrate go up.
We have a bunch of slueths and forensic accountants on a witch hunt ,which they are entitled to do and good luck to them but they are not necessarily right and it certainly doesn't change the current situation we are in but I'm sure it makes them feel better.
First step is avoid C&M then see where we go from there.
Cheers Whisky
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