Lol no. MIN is just smart and doesnt want to flood the market and waste ore. Greenbushes and GXY have done the same. Mt Marion is doing well for MIN as it is.. They've got converters from the ALB deal that they will use ore on when they come online. PLS not being spec/plant issues. A40 being gone = less supply also. Stores will be getting lower and lower.. If you cant see that, then you need to start useing a little common sense.
Mt Marion 70 mill ebitda and sales + production increase. Wodgina has only just sent a test shipment so they will wait till tests are complete before they supply the market or as I said before, just convert it to hydroxide when plants are online.
All my opinion. Dyor.
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