Shipment information, page-2

Time is slowly ticking away with no shipment being scheduled in sight for Alliance Mineral.
I guess they are frantically working on scheduling a shipment to meet commitment, and I still hope they manage to do so.

Reposting some of the key information here, so that we don't have to go back to the TAW thread for reference.

* To-date, we have managed to ship 41,208t (July to 11 Dec 2018)

* Target shipment for 6 months (July to Dec 2018) has been revised from earlier 60-75kt to 55-60kt

* To meet the revised target, we need to ship a min of 13,792t in Dec

* I have tried to drop Mark Calderwood 2 emails (1 last week and 1 this morning) but have not gotten any response - somewhat disappointed that I did not even get an acknowledgement that the email was received. The company really need better shareholder engagement before the market will take them seriously. Or is everyone already going away for year end vacation?

With the following assumptions,

* We ship 12,500t in Dec 2018

* All shipments going at US880/t and exchange rate is 1.38

* Operational expenses stays the same

* Amortization/Depreciation of the CAPEX stays the same

* All other admin expenses stays the same

* Tawana had the same cost structure as AMAL

The merged co is expected to turn in approximately A$20m in profits

(Note: The above is the quarterly for AMAL only; Q1 being actual, Q2 being projected)

(Also note: if the Dec shipment did not come in & everything else remains the stay, we will probably still make a profit of about A$5m on the merged co level. But of course, that small profit might also be wiped out with the merger expenses in this quarter).