I believe it is because Werris Creek is producing PCI and Tarrawonga is producing semi-soft coking, neither of them are premium HCC. @hagetaka will know specifics. But you’re right, the discount got extra steep in December:
Daunia and BW get much better realisation, from memory it’s around 90% - it’s in the October M&A presentation pack.
I believe it is because Werris Creek is producing PCI and...
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Last
$7.67 |
Change
-0.130(1.67%) |
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| Open | High | Low | Value | Volume |
| $7.75 | $7.77 | $7.62 | $35.67M | 4.652M |
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| 6 | 104006 | $7.67 |
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| Last trade - 16.10pm 24/05/2024 (20 minute delay) ? |
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$7.68 |
Change
-0.130 ( 1.71 %) |
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| Open | High | Low | Volume | ||
| $7.75 | $7.76 | $7.62 | 1758191 | ||
| Last updated 15.59pm 24/05/2024 ? | |||||
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