ZYL have done a great job in their communication on this one....

ZYL have done a great job in their communication on this one. Well structured, clear,conservative and delivered as promised, not subsequent to the end of Nov.

I care a lot about profitability and I could glean the Price, Qty, Cost variables easily.

My selfish takeaways:
+ We are going to sell it for a higher price than reported.
+ We are going to sell greater volumes than reported.
+ We are going to make cost savings from the new Maputo port investment, and economies of scale on logistics.
+ As the mine transitions to UG, OpEx will shrink, and production (tonnes/a) will ramp up.
+ Owner-operated contractor = best financial upside, least risk.