Ann: WAK Investor Presentation, page-26

As of the mar2023 investor presentation they reported 1057t kaolin produced:

and 2660t sold:

Sales exceeded production. I don't know if that is because of stockpile or production from their Kwinana site or something else. But they seem to be selling everything they produce.

As of the Q3 update (24apr2023) 2,310t had been produced:

As of the recent investor presentation (jun2023) 4,491t had been sold:


Again, annoying as the dates and numbers don't line up, but also again they appear to be selling at least as much as they produced.

Production, however, is far, far below previous forecasts.

I agree, if by the Q4 update they haven't made significant progress towards producing/selling at nameplate, there is going to be trouble.