Hyakugo Bank Ord Shs HYKUF

Day or two

[Binkie]

Either tomorrow or Wednesday we will see Q1 results. I expect sensational financial results but with this management team, and issues that may not been resolved from last fiscal, I'm tempering my expectations somewhat. If production and sales are above 275k tons, I'll be pleased as all other metrics should align with forecasts.

[elducky]

Maybe they magically sold everything at spot, are making $300/tonnes, and will have quarterly cash flow of C$100 million. The insane part is that is a real scenario! I doubt it obviously. They likely have 50-60% on contract, hopefully very good contracts, anything over $170 is a win, and I expect it could be over $200. We can hope their costs are down to $90 as claimed, instead of the $110