These will be today's disappointments: 1) higher ndcc
2) lower realized prices
3) lower than forcasted MOA JV dividends ($0.00?)
4) pushing receivables issue to 2023
5) ?hurricane Ian operations disruptions
6) ?slower progress on efficiency capital plan
Positives:
1) the write down on receivables is immaterial in scheme of things
2) firm agreement (though remains a 'show me' story)
3) massive executive share linked compensation should not be a factor (this quarter)
In summary, we are set up for success, but as always with Sherritt, it remains tantalizingly just over the horizon.