Yes, conservatively I think $150M npat for FY24. All the producers say that lithium prices will pick up this half though with restocking.
The Chinese are playing silly games it seems. Spod falls to US$3,500/t when they destock and rise to $5,500/t when they restock. If they kept healthy inventory levels we'll continuously get US$4,500/t it seems.
We were unfortunate with the 2 Yahua shipments with the true-up (a true-up calc was never mentioned anywhere). We received as much as US$5,111/t for the spod, but after the true-up at shipment time, we'll be getting an average of $3,300/t. So timing is everything.
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