Thx Miningnut for your great insights and also reflections especially chips and other views.
I have updated my model with many of your suggestions / insights. Also aligned Zhe Hal 1 shipment as "Chips" only at USD 30.00 / t and I'll be using 96% of vessel DWT as tonnes shipped proxy. The 30kt quarterly chip shipment to BSL will now be incorporated. The AUD:USD exchange looks like heading north thus impact profitability. Three shipment to be loaded and exported by 7 Feb 2018 (weather permitting) so strong quarter likely.
Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 Column 9 0 Estimates - DYOR 1 Port Latta Shipments 1st Quarter Vessel Vessel Deadweight (t) Estimate USD Sales /t AUD / tonne shipment specific Shipment estimate Revenue Shipment Vessel specific AUD:USD 2 96% 03-Jan-18 Zhe Hal 1 35,056 Chips $ 37.97 33,654 1,277,991 3 96% 03-Jan-18 Mehmet Aksoy 81,490 105.00 $ 132.91 78,230 10,397,711 0.79 4 96% 29-Jan-18 Super Grace 81,629 105.00 $ 132.91 78,364 10,415,447 0.79 5 96% 04-Feb-18 Cape Race 81,438 105.00 $ 132.91 78,180 10,391,076 0.79 6 96% 07-Feb-18 Intuition 80,686 105.00 $ 132.91 77,459 10,295,125 0.79 7 360,299 345,887 42,777,351
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Thx Miningnut for your great insights and also reflections...
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