So, ASX release Friday 4:36pm states Liontown commenced production 31/7.
ASX release 4/9 said production had passed 10000dmt.
We can probably assume then that we have enough Spod produced end Sep for our second shipment. In reality then, it is about when we can get the next ship here for our next China delivery, not whether we have the product.
Meanwhile we power ahead ramping up production volumes so as to commence supply to other offtake partners.
We may take a sp breather (or not) early next week as the Bollies catch up. It would seem tho that sentiment is changing and it is a good time to be onboard to ride that next wave.
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