Lou,
If you refer to Dougal's bar chart in his ********* presentation, they are aiming to ship a total of 120,000 in both Q1 and Q2 of FY2024 (Sayona's FY starts in July). For me, there is no way we miss this figure, because according to the chart, 30k is already being processed and stockpiled in Q4 FY2023.
So you may want to amend your calculations to be:
15,000 x 900
15,000 x 6,000
And I am hoping that we will once again amend the $6k/ton of sc6 if China proceeds to shut down Yichun for a month as rumors have it, which would be a huge blow to the world's supply of lithium and drive prices back up again. I'd like to see this just to punish CATL's dirty stunt to depress market prices.
General Discussion Topics, page-91171
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