Scanspeak... 18.6kt of concentrate... Let's for simplicity assume 30%REO... That means 6kt of contained reo, or approx 6 months of production at 11kt nameplate... Does it still sound that unreasonable? Ok 6 months might be a bit excessive but for all we know there might be a planned maintenance shut down which means it's really a 4-5 month buffer at 11kt, 2-2.5 at 22it... If they were really cash desperate they could probably shut down, but it takes a while to.ramp up again so if we're at nameplate for phase 1 and phase 2 is foreseen to come online mid late in the year;). Not saying it will...
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