After a long pause I asked the first question - about forecast production and customer demand over CY 24 (My transcription here, not the exact wording):
Amanda:
‘Our production is a jigsaw puzzle because of differing output rates through the five production steps.
Combined C&L will be at 16KT pa, and we’ll manage output for the best cost outcome.
We’ll have the Mount Weld expansion complete for 16KT pa - but we have the de-watering bottleneck to deal with there first.
Right now we’re looking at 10.5KT at the LAMP by end of 2024 - and hopefully earlier.
Will we be able to place all of that in the market? ABSOLUTELY!
We’ve had significantly greater demand (for our products) during the period of our Malaysian (regulatory) uncertainty….
Pol and our sales team are now actively involved with OEMs and their tier 1 suppliers in setting us up for the future.’
LYC Price at posting:
$6.62 Sentiment: Buy Disclosure: Held
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(20min delay)