Day to day discussions on S/P, page-9024

In the commercial production announcement it is stated that recoveries and production are well below DFS. I can't remember the numbers but it wasn't good something like they are at 65% of expected production. Look it up for yourself if you want.

They stated in the commercial production announcement (so I'm taking it as fact) that the issues will not be resolved until December 2019. So if it is going to take until the end of the year to fix issues and get to nameplate, then i don't think saying "Obviously serious issues with the plant and production that are going to be expensive to fix..." is going out on a limb?

Regarding pricing I'm looking at current prices which are depressed and a lot lower than the sources you have quoted were saying they would be this time last year.

You stated "They are all in sync stating that prices are going up..." What evidence do you have that prices are going up?? I don't care what they are saying prices for SC6 are going down quarter on quarter. PLS last quarter got an average of US$720 and now that looks like being US$700 so yeah all these experts have been wrong and are still wrong about the price of SC6.

The realities are pretty plain to see of where the SC6 market is right now. It's not good and it might not get better until 2020 or 2021. Even Ken Brisden has admitted that by delaying commissioning of stage 2 by 6 months.

Make your own mind up though I don't care