Ann: Abra initial production guidance, page-7

Explains the steady rise in shorts and their confidence not to cover into last sell down. I've just lost interest in this one. Margins are tightening for CY23 during ramp up year even if lead price stays put, won't take much between rising opex costs and falling lead price for those margin jaws to close shut. Coupled with just enough cash to finish construction, and cash costs obviously starting off high (ie margins low to negative) beginning of ramp up Q1'23, all points to a CR for safety if not necessity.

IMO at first glance anyway, need to crunch some numbers and confirm my belief.

Good luck