Given PLL would be just as keen to send their shipments at potentially advantageous times I would say shipments will end up roughly half and half , trying to pick the best time is really gambling and things tend to average out over the year anyway..
In the end in any given year we just have to sell our unallocated concentrate at the best price possible and I have a feeling nameplate will exceed 226,000tpa over the next year or two , we know they are keen to make the most out of NAL as soon as possible and get the cash flowing...
I expect the next left field type of update will be related to a decision to removing iron at the pit and making improvements at the mill as has been hinted at by BL, they now have the cash to move immediately on any decision made and it's the fastest way to more cashflow..
Cheers Whisky
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