I have pointed out in my post clearly that unable to meet production targets ( and by extension hedge delivery) will be key Still dont see this being a problem
If they hedged two years production, i would be concerned for solvency
Still comfortable with 900k hedged with 600k expected stockpile by july of oversizzed matetial
SWG as far as my understanding goes were pinged for improper accounting and lack of disclosure of such
Although i am happy to stand corrected if not the case
CCU Price at posting:
14.1¢ Sentiment: Buy Disclosure: Held