A40/TAW Merger Meeting Summary, page-15

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AJM are quoted as having 40% of total output as fines as opposed to 20% expected from TAW of total output. Im not sure about PLS here. Fines is generally considered as less than 1mm but TAW fines is less than 2mm, again coarser than peers and than anticipated in initial studies.'​

AJM 60% course, 40% fines
PLS 30% course, 70% fines
(not sure how consistent the definitions are between the companies)

Any info on how the Ta market is expected to behave with all the credits coming online from the various miners?
Did he have an outlook on the spodumene prices going into 2019 and beyond?

Nice write up.