With commissioning of both the Ngungaju plant and the Pilgan plant improvement underway this Quarter, it is easy to see where the most effort will be directed. Lets have another BMX auction ASAP with the Ngungaju SC even if product during the commissioning is off-spec/variable. The deal with Yibin Tianyi for an up to extra 40ktpa ---- SC will come from the Pilgan plant following SUCESSFUL ( my emphasis ) commissioning of the Stage 1 improvement works. Certain Ken will have PLS meet the requirements of the deal ( product quality, volume and timing ) without any favours.
Cheers
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