Potentially better quarter if June shipping schedule is to go buy. 3 boats already left (including Dewi Laksmi that sat in port for well over a month-curious as to why though), plus another 9 boats scheduled to port between now and 21/06.
With magnetite to demand a higher premium this will help offset some of the o/i price fall, only thing I can think of other than a better quarter and hopefully more Karara ore than third party supply and crusher issues resolved.
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