I actually think that GXY , A40 and PLS have done the right move here in slowing down production or stocking piling during this oversupply period.
Is AJM doing the same or are they shipping everything at the moment. Genuine question.
MIN/Mt Marion has just released their pricing ~~ $600 p/t USD. Not sure if they are making a lot on margin on that price as well.
Haplo
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