RE: Midweek Takeaway - Zambia Special10 May 2024 08:25
By far the most likely explanation the Roast is not out yet is they are holding it until they have a quiet week / content slot to fill in their schedule.
I completely missed that one. Thanks for pointing it out. Mention of AI usually puts rocket fuel under a company's sp but in this case I doubt we'll see the impact for a while as it takes a long time from IQE accouncing a new product to affecting the bottom line.
RE: Overall profit margin on Chrome Concentrate?1 Feb 2024 14:53
Pretty sure it's been stated in the past that 660,000 t Chrome is toll. The rest is not. 1.25M - 1.45M per annum equivalent in the last quarter at 12% overall margin agrees with that.
I think Bushy likes to confuse the problem of mixing feedstock that has been identified and is being fixed by the company with one of grades which is unfixable. Thereby to imply a doom and gloom scenario. There is no evidence of lower than published grades and all the various resources have been tested.