Thanks for posting the video.
They mention planned production of Spod 6% concentrate to be 1.2million tonnes per annum. That's more than I had expected and with increasing Spod price will be a good boost to the balance sheet. They didn't mention when they expected to hit that production target.
They also still mentioned plans for POSCO involvement is expected. Also no date included.
Good News & Bad News, page-254
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