I'm looking at the big picture of what is about to start,
assuming a rampup this CY to nameplate as commented in the video, a $/t of $850USD/t (yes concerv) and the Aus $ holds at 0.73 (higher $ if it falls), and a linear rampup. Then for the next few months revenue from Spod:
Aug 5000t $5,802,840,
Sep 8889t $10,316,160,
Oct 13333t $15,474,240,
Nov 17778t $20,632,320,
Dec 22222t $25,790,400,
Jan 26667t $30,948,480,
I would assume first few shipments small to get it out early to our 2 offtake partners A,B,A,B...
Yes $31 Million coming in per month, not far away.
The QUBE shed 48,000t with AJM 20,000t, plenty of space for PLS rampup to 26,667t per month, I see no issue with rampup storage, when needed for stage 2 it took them 5mths to build it thus plenty of time to expand the shed if needed and also plenty of time if stage 1 goes above nameplate, plans for extension would already be in, with what they have now, no issue and a nice revenue rampup coming.
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