RE: GOITA on7 Aug 2025 23:35
Back after a couple of weeks away from it all.
PR - not amazing but giving us the bare minimum.
RNS - again not amazing but factual.
eggflipper - clearly ruffling a few feathers as there’s plenty of green.
My take, we have a massive load of spod sitting on the ground, the plant hasn’t shut down and is carrying on with stockpile that has been created. Wet season is upon us and we can’t put explosives into it any more (even if there is a shortage) so we have plenty on the pad to be putting through the plant. In the interim
42,000T is a massive pile ready to export when Goita comes and signs it off so zero worries there. At c.40T per truck they must have plenty lined up, any trucking company would be biting their arm off. Probably most are ex UK Spec (Scania/renault/MAN) which have been maintained to a high standard.
Not many negatives really is there?!