If nameplate is 17k tonnes per annum if we gave them leeway and said 16k tonnes - we should be doing 4000 tonnes per quarter - our best yet is 1680 tonnes.
Why are we so far behind nameplate? Where is the bottleneck? I realise they shut down in Dec to change to Talison feed - but why can't they release January production assuming the plant was running for 31 days straight? I know it's against the 'new quarterly production announcements' but it could assuage the market if all was well by January 31. Otherwise maybe nameplate is unreachable??
GXY Price at posting:
6.7¢ Sentiment: None Disclosure: Held
