GWR 3.45% 8.4¢ gwr group limited

massively undervalued, page-76

  1. 73 Posts.
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    Could costs per tonne fall as production ramps up to hauling 5,000t a day or are most of the costs variable? Judging by last two 4Cs the cost base increases with output.

    I guess we just wait for the next 4C to see if it gets better. If IO stays stable we’d be looking at a pretty significant lift in revs but if that was matched by margin expansion would be handy
 
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