Batchy, there is a thread for this... Called quarterly...
Production cashflow breakeven is at about 2300t per.quarter at $25 centrus paribus. Doesn't take into consideration down payments though.
I am.surprised after as you say reading the report a.couple.of.Times you missed.that they said the majority of the carryover stock was sold in January (I.e. A smaller amount is return of ce and La). Basically they may have produced in the last weeks.of Dec and flooding and Xmas transport or customer closures meant sales only happened in Jan... That's a "bonus" 2-300tonnes this quarter.
another lyc thread, page-5
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