Not sure if this is the right thread. This qrt. Pls 24-45kt for...

Not sure if this is the right thread. This qrt.
Pls 24-45kt for shipment pending. Mc $1b.
Ajm 38 kt plus 170m debt Mc $300m
Both contract pricing 600-650.

Gxy 30kt known shipment 750/t plus 330m cash after tax. Mc $530m.
Assuming 650/t. Cost 350=300×150kt(h2) = 45m profit. Mt C alone is 45m profit with MC $530 - cash $330 =$200m.
Jb and SDV current value 0. A40 and lpd investment valued at 0. Not possible.

At $600/t gxy can still make profit. Others cannot.

Kdr 770m sold to wes. Resource unknown.

AT made a big mistake extending the time of negotiations to Jl's friends. AT recognize, going forward the company need mining knowledge in construction and development, as well as chemistry understanding. Simon will have to rebuild the SP value. AT silence style of management has not been good.