It's not a surprise that all you took from my reply post to you was about the insider info bit.
Obviously I was being facetious when I asked whether you had any sort of inside information!
Your point that we must be 'burning cash' because the spot price of SC6 is below $1K/t, is not correct - especially given we buy the spod at less than $900/t and we have long term OTA's that don't rely solely on spot pricing. That's the beauty of long term OTA's when the customer wants access to a consistent, regular qty -they're willing to price the purchase at something other than spot!
The June qtr probably won't be our best this FY, but the next half yr will likely be better than any off the cuff comments offered by NH's.
PLL General Discussion, page-2507
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