Banter and general comments, page-12639

Careful with counting those chickens to early. Mine development is typically fraught with plant commissioning issues and delays. I fully expect the delays with plant startup to be closer to end of first quarter next year. Its good having stockpiles, but this wont mean much until processing takes place and only represents more overheads until shipment. Then there's the grade quality that will likely take a bit of tuning to get the mica content down and to get to nameplate (some plants never get to nameplate) That is why the shorters are having a field day. Because the coming plant startups are often a great time to capitalise on bad news and accumulate the dips with minimal risk. The good news is shorting does seem to be easing based on the delayed data. I say all this without taking an in depth detailed look at the plant construction progress other than on time shipments, but I doubt it will differ much from every other mine and plant commissioning period I have taken part in as an investor.