PINL:HYKUF - Post by User
Comment by
auburn2on May 14, 2022 11:08pm
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Post# 34684512
RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Train wreck
RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Train wreckEven 200,000 tons per quarter isn't bad, but cash costs will come down a lot, and margins will improve a lot, if they can produce closer to historical levels, so labor is a major issue - as a big an issue as better pricing is. In my opinion, the risk-reward remains first class even though the current losses we've taken certainly are painful.