Looks like March will be a great quarter for A40. 50,000t shipped should have them in alright shape. Especially given around 1/3rd of that had costs booked last quarter.
"30,000t to be shipper or ready to be shipped" suggests MC hasn't quite locked down a new offtake but maybe hinting he thinks it's a fair chance. I am sure there are parties who want product out there. Just a matter of negotiating terms.
A40 Price at posting:
16.5¢ Sentiment: Hold Disclosure: Not Held