Member Info for tomcat-14

you mean $141.14/t gross dry ob… i think so yes…

running average…

$2,147,274.31 + $3,134,605.35 + $3,934,184.29 = $9,216,063.95…

45,947.253t + 48,670.454t + 48,903.372t = 143,521.079t…

$9,216,063.95 / 143,521.079t = $64.21 net wet…

#1… od… $46.73/t wet net…
#2… mb… $64.40/t wet net…
#3… mz… $80.45/t wet net…

karteria…

the way i’m seeing it is… the shipments for the banks settlement are fpg (i.e. the 1-ship that’s gone and excludes shipping costs)… the other ones are for the jrp…

are you sure it’s fob… or at the mine gate (what’s the fob for that anyone fmg?)… or in the instance of the stockpiles at santana… at the private port gate (fpg?)… don’t forget that gerald are picking up the cost to move their stockpiles at the mine… once we get the railroad up and running… so is fmg… i’d expect the same for what’s already at the port… wouldn’t you…

wow…

has anyone managed to find the results of the poll votes yet…

now might be a good time to ask the court to annul the banks guarantees…

zero tolerance… ;)

lol… will he get a criminal record…

was that hanjin santana in a previous life…

ev… when is #8 due in dock…

before we need to organise dev shipment #9 for me… note ‘organise’… which could be weeks before it docks…

thanks for reminding us of that ob… so it’s in our interest too… that the banks don’t sign… and the court annuls the guarantees… stop geeing them the people…

10% of dev’s 1.39mt stockpiles that we are currently shipping… that the banks keep trying to stop us shipping… so we can’t pay them back… lol…

it’s old md… as we said yesterday… the clarification the banks requested back then… is in this thread title…

i’m expecting what’s in the jrp and what’s in the settlement agreement to be two different repayment profiles myself… the jrp being the default if the banks don’t settle… which the court will hold 10% reserve… to the point the payments are covered… and made… in line with the jrp…

ev… looks like they’re using gross in your post last night…
quote of $53.65/t… (in the jrp?)…
quote of $88.45/t… (at the time/present day the argument was put to the court)…
fob?… but more likely… at the gate… ;)
https://www.lse.co.uk/rns/KDNC/macarthur-signs-dso-purchase-term-sheet-with-gwr-bamtaemkh2uh1tg.html …

surely they must have completed that… to allow what’s there to be re-allocated to who has whatever guarantees… and release up to $135m of it to gerald…
i had been of the opinion that gerald had an amount in weight not value… not sure where that came from… but that opinion has changed now…
the jrp valuations will have set aside an amount based on the guaranteed credit… so any surplus won’t have been credited to dev yet… one of the known unknowns that’s coming… probably after we take our 20% lol… ;)