The first figure $US4300 to US4700 is the offtake price before adjustment. The second figure $US5000 is the price SF has suggested might be the actual price realised. The adjustment is made at the quarters end to reflect spot market pricing during the quarter. It may be adjusted up or down. Because the spot price during the quarter on a sc6.0 basis is around $2000 higher than the offtake price a nice little uptick in the price received (apparently) can be expected. There will be an amount in this quarters figures to reflect what happened last quarter. About $A15m from memory. The divergence in figures this quarter is much more stark. I am not right on top of how this works so happy to have anybody correct anything I have said.
The first figure $US4300 to US4700 is the offtake price before...
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