A bit of good and bad news (and keen on any thoughts on the variables of shipments, cost and price)
With shipments (35.8k confirmed, ~30k estimated and adjusting to DMT) I am getting to ~59k of shipments.
assuming an average price of $450 and a cost of $351 that is 26m of revenue, 21m of cost.
BUTWe would have mined the whole shipment for audrew sw that is likely going to land in Q4 which could be as much as 30k at a potential cost of ~10m which would make it a negative quarter even though it just is pushed out to Q4
Good News & Bad News, page-121
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