OK thanks. That is a good nugget of information re: Japan price true up.
Lets see, but i reckon 4th QTR cash generation will be $2 billion, if not more. 3qtr attributable sales was 6.7m tonnes. Low side guidance for 4 qtr (attributable production) was >20% higher at 8.2m tonnes. Together with lag pricing effect (Newc index peaked in 3Q so likely to flow into 4Q realised price) and lower AUD i cant get less than $2 billion on bottom-up analysis unless there has been a major production issue.
OK thanks. That is a good nugget of information re: Japan price...
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