Ashapura Minechem · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
46%
Numeric claims
3
Consistency
contradicted
Question ledger
Kamlesh Bhagmar · Lotus Asset Managers
evasiveI think broadly the cost is a break up into the three major categories... seafairing cost, transshipment cost, mining and logistics to the port cost.
Kamlesh Bhagmar · Lotus Asset Managers
directRealization is 10 and a half dollars. That's the AIDA.
Kamlesh Bhagmar · Lotus Asset Managers
directWe have given that the total turnover from our guinea business has come 729 crores... the approx price would be around $70.
Kamlesh Bhagmar · Lotus Asset Managers
evasiveWe were having some trial activity with this benefit plant which has progressed quite well... we would be having a very clear projection for iron ore at the end of quarter 4.
Kamlesh Bhagmar · Lotus Asset Managers
evasiveWe have not given out a target basically but we do think that it could be a linear growth... from 3 million to 15 million with three milestones in the middle.
Nikk Mohata · Sequent Investments
evasiveWe're not currently offering that kind of data but I can tell you that... a good part of that contribution... maybe at about 20 25 30% of the improvement actually comes from... faster turnaround times.
Nikk Mohata · Sequent Investments
directOur future threat contracts at the load court we are now working on CQD terms. So in security terms there is no damage is applicable.
Nikk Mohata · Sequent Investments
partialWe definitely expect will moderate... there may be a 40 50% moderation which I expect that may come in the AIDA... but we expected the volumes to offset.
Dhanjay Boria · Alchemy
partialIn Guinea we feel that most of our capex is completed... another 20 25% more capex may come through over the next year or year and a half.
Dhanjay Boria · Alchemy
evasiveI would like to think that probably we are somewhere... between the two deposits probably we would be somewhere in the middle of the curve.
Verdaman Sanji · AVS group
directIf it is below $52 maybe then then uh we have to reconsider our stand otherwise uh we will will be very comfortable uh till that number.
Kitraati (Nalin Sha) · NVS brokerage
partialFor quarter 4 we expect it to be a record quarter... 15 million being year after next next year would be somewhere around halfway between this year and 15 so... 11 and a half 12 million.
