Allkem Ltd T.ORL

RE:Dec Quarterly Report - Predicitons

[tiger6301]

Hi Audax,

Excellent work, always appreciated!

tiger

Audax77 wrote: A few predictions for the upcoming quarterly report.

I'm assuming there's a 5-day lag between production and export records, where by all exports in the 1st 5 days of any period were produced within the previous period.
Applying this to the September quarter (2135 T confirmed) I get 2121.74 T
Applying this to month of October (1227 T confirmed) I get 1230.75 T

Thus, applying this monthly for the December quarter:
October: 1230.75 T for $13,132,752.61 @ $10,670.53/T
November: 1454.75 T for $17,443,126.72 @ $11,990.46/T
December: 1170.00 T for $14,841,089.00 @$12,684.69/T

And as a total for the full quarter:
3855.50 T for $45,416,968.33 @ $11,779.79/T

There was about 150 T shaved off in revisions to a few December records.  These may or may not return as separate 'INTE' records, but I'll be conservative and assume they won't.

And so, barring any additional record revisions, I'd expect the upcoming report to highlight QoQ changes that read:

+ 81% Production
+ 5% Average Price/T
+ 95% Revenue