low attendance in Perth but some attending via internet
my overall impression was ok
clay issue appears finally under control with a record production day recently am not a technician but problem had something to do with clay clogging up when the system was pushed. Has been sorted by splitting up supply. Focus is on moving production up so cost/ton will decline Supply on Mn is plentiful - there is much more out there if needed van Jaarsveld pointed out the ease of access relative to Bootu (spelling) mine
am comfortable sitting out current down move. My feeling on current move is that a single holder is getting out fwiw
long term picture is good - more announcements on deals on their way....
cheers
E25 Price at posting:
59.0¢ Sentiment: Hold Disclosure: Held
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