Well said MS
While I am quite diplomatic on most occasions, I'm pretty sure that's not the right way to go about it, at this time.
FYI, Benchmark Mineral Intel have forecast the lithium market will be in surplus this year, to the tune of 30kt LCE, so if PLS curtailed spod sales today for rest of year, say 215kt at grade of 5.5% would bring that deficit down to about 2000 tonnes, what could go wrong. Therefore, shut down Ngungaju plant to improve recoveries, once happy with throughput, sell production on the BMX, I believe management know that strategy quite well.....
Good News & Bad News, page-37292
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