You're welcome, I don't mind sharing especially where others have also done so and helped inform my thinking.
Price is holding up quite well, certainly no capitulation which I actually thought may happen though obviously bet against by continuing to hold.
Seems the IPO estimates weren't such a big deal overall to the market, I just thought it may have been too big a miss to accept. Seems the market is ok so far.
Not a lot of debt here etc, so they're in a good position if it comes together (CAPEX, costs, Platts, discount, AUD) even at reduced production numbers.
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