1MC 0.00% 3.4¢ morella corporation limited

Just had a quick look at GXY. They started commissioning in Sept...

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    Just had a quick look at GXY.
    They started commissioning in Sept 16.
    So they done a lot of commissioning before annoucing first production in November and then first shipment in Jan four months after start of commissioning. Plant size is same as AJM and I’ll take your word it was a 10k shipment.

    TAW first shipment was 3250. Second shipment was 5550. Nameplate is just under 13kt. It is shipment quantities we are talking about isn’t it? I wrote about it before here comparing AJM and PLS ramp up to TAW and on a like for like basis what to expect from each.

    https://hotcopper.com.au/posts/34629016/single
 
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