RE: Production/CustomersProduction numbers and selling price and profit margins are three different animals, and I wouldn't expect to see anything about the latter two until Q1 results are released. However, if production numbers are released in a NR they become a matter of public record and go a long way to give credibility to NAG's production capabilities.
If NAG does not release production capabilities in a NR, production just becomes part of a sales negotiation, but there is always doubt in the back of the buyers mind as they are just taking NAG's word that they can supply what they are saying they can mine. This may not affect the selling price as much as it may affect who they sell the coal to and that companies payment schedule. Some companies pay in 30 days, and others pay in 120 days, and negotiated payment terms aren't always adheared to! Companies that pay net30 or less are sought after and surely keep the cash flow cycle going.
Maybe I'm missing the boat with my observations, but they are based on my experiences in sales/management positions working for some very large global corporations.