CIA champion iron limited

Ship Schedule update

  1. 698 Posts.
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    Another ship, Lydia Oldendorff, was added to the April 25th schedule for 190000 tonnes.

    This is six vessels in mid-May for a total of 1,156,000 tonnes.


    I suspect another ship will be added to the schedule between Lydia Oldendorff and Tempo there's a 20-day gap between them.

    Ore trains keep coming to the port, ships keep arriving and Bloom Lake's ore continues to receive around US$88 per tonne of CFR China (about US$23 premium to the 62% Fe).


    The geo-political situation seems to have Canadian investors nervous (TSX).
    Perhaps Trump is scarier up close!

    Not too many awake to CIA's true value - surely a share price re-rate once earnings results start to come in? At some point there should be a 20% spike upwards towards fairer value!

    .
 
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