B0b, 1sime1 & Robbie,
65% fe ore is now back to where it was on 25/01/2019, the day of the Vale dam collapse.
http://www.custeel.com/en/csi.jsp
Ocean freight is yet to get cheaper & may not due to IMO regs on sulphur content coming into force Jan 2020
http://en.sse.net.cn/indices/cdfinew2.jsp
Operating margin right now approx US$25/t
I believe EBITDA this quarter will be under CAD$100 mil - I'm expecting following quarter at around CAD$70 mil
ANZ analyst talks to Bloomberg:
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Last
$4.20 |
Change
0.040(0.96%) |
Mkt cap ! $2.239B | |||
| Open | High | Low | Value | Volume |
| $4.21 | $4.31 | $4.14 | $15.79M | 3.748M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 18900 | $4.19 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $4.22 | 9700 | 1 |
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| Last trade - 16.10pm 08/08/2025 (20 minute delay) ? |
| CIA (ASX) Chart |