Member Info for tomcat-14

aye… she wasn’t for turning… :(

here she comes…

yes… i know… then wpb is supposed to be going in tomorrow too… but could really be going in on 17th… nothing is consistent… and only one could be right… if any… lol…

hope not… but she won’t be the 1st to play that one on me… ;)

she’s still tagged as destination santana?… and with a 5-day turn around… could be in and out before the next ones on the schedule… if she’s quick enough to get in today…

she’s here now md… ;)
not on my schedule yet though… who’s she for ev…

the court has appealed against it’s decision on dev’s untimelyness… https://www.jusbrasil.com.br/diarios/documentos/1260895115/andamento-do-processo-n-2160378-6120218260000-agravo-interno-civel-11-08-2021-do-tjsp …

ken colon inbound… is that our k**…

4mt @$80.45net = $321m for a $135m credit… there’s certainly some significance in this uncertainty… but i’m now assuming that the settlement was for $135m… guaranteed by 4mt ore… which works out at a very safe $33.75/t wet net… 2,800,000t stockpiled at santana and 1,200,000t stockpiled at the mine… ;)

and not 4mt of iron ore…

was it ever closed off… other than in the latest bounty update… capping it at $135m…

62-ships at 45,000t/ship net $80.45 would mean we’d be paying them $225m for a $135m credit…

here ev… it was your thread re the updated haul…

there was a discussion in one of the threads last week that had the breakdown of the location of gerald’s 4mt stockpiles… and also how previous assumptions that they owned that amount of ore subsequently changed to a credit in $’s instead…

i put it in the brackets next to gerald… in my post saturday morning… 37-ships at 45,000t/ship £80.45/t net…

iron lady inbound…

who else has ore in the area… other than unamgen or dev…

dev’s / our mine… dev’s / our ore stockpiles… gerald’s credit… gerald’s guarantees…

gerald’s $135,000,000 / 4,000,000t = guarantees are based on $33.75/t net wet…
gerald’s 4,000,000t…
2,800,000t stockpiled at santana…
1,200,000t stockpiled at the mine…

indo’s $49,940,000 / 1,718,338t = guarantees are based on $29.06/t net wet…
location unknown…

syndicate banks… lbo credit $135,000,000 fiduciary guarantee… settlement unknown…
@$29.06/t net wet would = 4,645,560.908t…
@$33.75/t net wet would = 4,000,000.000t…
location unknown… but has priority over gerald’s and indo’s ore… so has / had 1st dabs on the port stockpiles…

assuming syndicate banks guarantees are based on the same rate as gerald’s ($33.45/t net wet… syndicate banks guaranteed ore will release a further…
od @$46.73/t net wet = 1,111,064t… $52m (pba)…
mb @$64.40/t net wet = 1,903,727t… $122m (pba)…
mz @$80.45/t net wet = 2,321,940t… $187m (pba)…

translated into the jrp… (excluding the syndicate banks settlement)…

od…
1.39mt x $46.73/t = $65m… (jrp31)…
1.71mt x $46.73/t = $80m… (indo/kdnc38)…
$135m / $46.73/t = 2,888,936t (gerald64)…
gerald 4,000,000t - 2,888,936t = 1,111,064t (dev25)…
1.11mt x $46.73/t = $52m… (dev)…
$65m + $80m + $52m = $157m… (pba)…

mb…
1.39mt x $64.40/t = $90m… (jrp31)…
1.71mt x $64.40/t = $110m… (indo/kdnc38)…
$135m / $64.40/t = 2,096,273t (gerald47)…
gerald 4,000,000t - 2,096,273t = 1,903,727t (dev42)…
1.90mt x $64.40/t = $122m… (dev)…
$90m + $110m + $122m = $322m… (pba)…

mz…
1.39mt x $80.45/t = $112m… (jrp31)…
1.71mt x $80.45/t = $138m… (indo/kdnc38)…
$135m / $80.45/t = 1,678,060t (gerald37)…
gerald 4,000,000t - 1,678,060t = 2,321,940t (dev52)…
2.32mt x $80.45/t = $187m…
$112m + $138m + $187m = $437m… (pba)…