its not 40%. 40% above $300 a tonne. Long term met is around $150-200 consensus.
on guidance $250, its only a 10% $20 change as the proportion increase above $200 is the only part.
Most of the debt will still be wiped out by December- see my calculations above, EBITDA is circa $1.4bn AUD for 12 months at $250USD a tonne inclusive of the latest royalty. Debt is $1bn AUD. Current met is well above $250Tonne. I see debt nearly wiped out by end of the year if met stays high for another 6 months.
Increase in Queensland Royalties, page-31
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