I'm working on a CY year basis no FY year which the CR preso uses ... slide 17 from Sep 30 presentation.
So I just average it starting off with basically using 60Kt for 2nd half of FY'23 (CY'23 Jan - Jun) and 90Kt for 1st half FY'24 *CY'23 Jul - Dec). That's how I get to 150Kt for 2023 and since assuming both OTAs apply at 75Kt each, for the model 100% of production goes to OTA and none to spot.
DSO is a bonus. I only include "revenue" for that in 2022 ... probably not material to overall model.
Oh No - Another Valuation Thread!, page-14
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