I still think you would find MOS the closest comp, IPL with its other industries is too different, also its a downstream player, not upstream as much. I agree costs should fall, but this will come as we stop leasing the equipment in line with our debt raising.
While managament said rain impacted, we didnt actaully suffer any slow down in getting product to port, but agree with drier weather we will be able to dry more! and get up a big stockpile, in normal weather I was told it dry's by smoko
I still think you would find MOS the closest comp, IPL with its...
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