Ann: FY22 December 2021 Half Year Results Presentation, page-34

These are a bit scrambled, but some key points from today's call:

• they still hope to do one modestly sized BMX auction this quarter (March).
• pricing overall continues to run—contract (formula price) may be similar to what is being used at current spot pricing
• sees demand struggling to meet supply over the next few years
• still hope for 560-580ktpa by Q3
• strip ratio at 5:1, will peak at 7:1 (elevated costs)
• trying to get recovery rate back under control over the next 4 months
• Ngungaju maximum production currently 5kt per month: construction finished end of this month, but they're still waiting to see how efficient the flotation system is
• freight still moving between US$55-70 per tonne: vessels are available if you're willing to pay over
• $85 million left in tax offsets
• shipping is erratic, and could be 10-20ktpa less than production during HY

I can upload an audio file if anybody is interested.