Firstly if you read the quarterly report you'd have seen recoveries finished the quarter at 60%.
Secondly you would've noticed an increase in ROM pad ore of 104kt, to 289kt, through the period despite producing 28kt of spod concentrate. I.e they were mining significantly more ore than they could process in order to allow for wet season disruption and reduced productivity.
The impact of mining more than you can process is an increased cash cost per tonne sold.
In summary the information is right there for anyone to read.
Ann: Termination of Mining Services Contract, page-51
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