Hi Carelbi, doubt anyone here could be more realistic with the numbers, and even the $26kg "realised" price could be looking a tad optimistic with continued falls in the "basket" over recent weeks. Molymess's Q1 report will carry some indicators although harder to break them out now, Japanese sales will also be interesting to see if the last Q on Q drop is maintained. Your numbers highlight the danger of Ph1 production reporting to inventory and against CoP, there is little or no margin for error. As ProjectU stated, when demand returns it's usually stronger than anticipated but with wobbly GDP numbers everywhere, Russia now joining the party, it's hard to see where it's going to come from. Not a good look ATM.
LYC Price at posting:
48.5¢ Sentiment: LT Buy Disclosure: Held
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