As the quarter is nigh ended, it seems a good time for a wild backside guess. My tip is:
~ volume sales 550kT
~ average price (USD) $92/t, FOB
~ average AUD/USD $0.77
~ average C1 costs A$71 / tonne
=> C1 margin A$21 /t
~ wild guess inventory build 150kT
=> significant cash accumulation (+A$25m??)
If I'm half right, cash balance vs market cap will be embarrassing!
Iron ore port stocks, page-22
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Last
37.0¢ |
Change
0.010(2.78%) |
Mkt cap ! $428.2M | |||
| Open | High | Low | Value | Volume |
| 36.5¢ | 37.5¢ | 36.0¢ | $958.8K | 2.616M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 136986 | 36.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 37.0¢ | 33887 | 1 |
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| Last trade - 16.10pm 26/06/2024 (20 minute delay) ? |
| GRR (ASX) Chart |