Why the GXY share price should rise tomorrow, page-63

And confirm pricing is USD $720+/t for Spod 5.6%, which we know is the case based on the first quarter report.

And we expect Spod% to rise to 5.8%, and cash cost falling to <$415/t (add $80 for shipping and Mitsu finders-fee/broking).

So cash margin is $300/t, all in margin is $220/t.


It's now so funny I've stopped laughing and am just going to buy slowly and wait for shorts to max out and market rationality to return.

If management want, they could nip this in the bud right now by just providing clarity. Risky gamble for shorters. Funnily enough we are at the juncture where shorting risk is disproportionately greater than long-term risk.


So the question is why not communicate? Strategic? Something more to hide?

I'm going with the former as the latter would be the end of the BOD's careers.