Just on the wording of the above point, does this mean that that production for this FY being just over 1 3rd of the way through already of unallocated Spod will be in the region of 90-100k DMT?
If this is the case and it is all allocated as spot sales through the BMX, that is massive. At an average of AUD $2,500 pt (probably conservative) is an extra $250m of revenue...
Ann: First concentrate produced from Ngungaju Plant, page-13
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