Yes boo, customer base diversity will be appreciated by...

Yes boo, customer base diversity will be appreciated by shareholders and the investment community. I think getting into bed with the right customer/PARTNER is crucial and I am highly anticipating a plan or commentary on vertical integration to come with one of the offtakers. The “doubling/tripling” of resource within 24 months comment nice to hear and bodes well to underpin any future infrastructure expansions.
“20kt a month to be achieved in sep/oct” - this is 240ktpa as per 2020 guidance and it’s a few months ahead of 2020 so it seems operationally things are humming along now and going smoothly. Seems that costs for this run rate of 240ktpa are USD$400.

In the last few days before the March quarterly comes out I note that the sp has taken a swoon back to 16c and wonder why? Is it the perception that a cap raise is required ? Personally after much thought and analysis I think March quarter will show a small $3-5m gain.
We have been fortunate to have 70-72 c FX rate and a very healthy receivables throughout the quarter. ONE OFF Merge and fines circuit costs in March q will be gone so June q is likely to be well in the green subject to planned shipping rates which incidentally I hear are looking very good.