OTCPK:NNDIF - Post by User
Comment by
ljp0101on Oct 09, 2022 2:32pm
114 Views
Post# 35014967
RE:RE:RE:RE:RE:New Quarter - Fingers Crossed on Production Figures
RE:RE:RE:RE:RE:New Quarter - Fingers Crossed on Production Figures Most important aspect of 3Q earnings is production guidance / comments about if CEZ is back at capacity. Everything else is noise, unless we find out the premium hedge is truly terrible. Backwards looking performance will be sloppy and we should have a hedging gain and reasonable adjusted EBITDA, though hard to feel confident about anything with how the production problems disrupt so many aspects of operations / timing / hedging.
Feeling triggered again after seeing a zinc premium chart. NA steady at >800/t. Heck of a job our directors did "hedging" this windfall.
https://twitter.com/AlessioUrban/status/1579134942235496450/photo/1