BCB 4.48% 7.0¢ bowen coking coal limited

How's our $300 million dollar infrastructure at Burton Camp going?, page-64

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    Hi Clybiz, I think it was you who asked a week or so ago about having a crack at estimating this Qtr revenue, so I thought I would repost this.
    Just a bit of a guess on this Qtr Revenue. I am open to any knowledgable insights as I think this is very possible and would be a great result.
    .ESTIMATED REV FOR JUNE QTR.

    Post Qtr cash paid from last Qtr.----------------------------------------------------------$15m
    125kt ready for shipping---------------------------------------------------------------------$38m (Assume Shipped)
    350kt ready at ROM--------------------------------------------------------------------------$72m
    Bluff sold 55kt post Qtr-----------------------------------------------------------------------$17m
    Bluff estimate production This Qtr 120Kt ROM-----------------------------------------$25m (very conservative)
    Broad East production this Qtr 200kt ROM----------------------------------------------$43m
    ---------------A$210m Revenue June Quarter.

    I have used a coal price of US$215 ( just an estimate) and assumed that all production is Coking Coal.I have also assumed that the 350Kt ROM at Burton will be put through pretty quickly as the CHPP is capable of running at over 675Kt/Qtr.I have estimated ROM recovery of 70%.
    This is obviously not financial advice and I would like to hear other thoughts.
 
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