production report tuesday 21st , page-2

ST, $1.05 target and then watch carefully. For a 1.20 (which is what I want or higher) there would have to be sufficient cash to raise dividend.

So, looking for excellent cash flow, costs kept in check, and talk of some debt reduction along with rise in dividend (if they provide decent commentary.

However, most times I think this will rise I get kicked. Watch out for a sell the news moment. I feel it is unlikely given BSL PE but anything is possible.

A$ falling is also a clear positive but since it is recent news it will not be reflected in the numbers and probably not talked about in the commentary.