A40 0.00% 8.2¢ alliance mineral assets limited

Hi Heeman, though it's a shame that a large portion of the A40...

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    Hi Heeman, though it's a shame that a large portion of the A40 sales this quarter are just a catch up of the stuff that wasn't sold last quarter, need for changes to Off take agreements and all. Though perhaps it only suddenly became "premium" product as you claim, as didn't seem to be selling too quickly in the Dec Qtr.

    So not sure your "premium" product arguement stacks up too well based on A40 sales history, Perhaps it has more to do with when off takers are ready to take it and at what price, one would assume most Off takers are comfortable with the quality of product they recieve from whoever they have arrangements with, likely having done their due diligence before signing those expensive Off take agreement things.

    Hopefully no more shipping shortages either for A40, that seems to kill off the sales regardless of whether it's "premium" product or not.

    Anyway, perhaps if they had of sold more of it last quarter then maybe they wouldn't have needed to draw down on that loan another $7m or whatever the figure was.

    Anyway lets hope they can get some consistent monthly deliveries instead of catch up spikes, that may help turn around the dismal share price performance.

    All in my very humble opinion as always.

    All the best
 
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