December quarter: production 4,253 tonnes, sales 3,131 tonnes March quarter: production 4,102 tonnes, sales 2,904 tonnes June quarter: production 5,059 tonnes, sales 3,430 tonnes
Last year in the September quarter sales were higher than production, not sure if shipments to Naraha count as sales but the difference between production and sales from the last three quarters is 3,949 tonnes that would be inventory to sell.
from June quarterly report
"Excluding shipments to Naraha, third party lithium carbonate sales for the quarter averaged US$38,062/tonne FOB"
The fact that they call sales to customers "third party" sales makes me think that shipments to the Naraha lithium hydroxide refinery are counted as "first party sales". This would mean the 3,949 tonnes are still in inventory. If they were sold for 50,000 USD per ton that would mean almost 200 million USD of extra revenue in Q3 / Q4 of this calendar year.
