'new secured off-take agreements' - sounds like additional customers other than Shagang.
'remaining fully committed for 2019' - so they've already 'sold' all they can produce for 2019.
Inventory carrying value of the concentrate stockpile would be at the unit cash operating cost of $121.48 so $A3.7mil total.
'we plan to minimise the overall impact to achieve full-year production as planned' - but they never tell you what is the full-year production target. Is it 900kt in the first half plus 1.4mil in the second half?
Ann: GRR - Quarterly Report for 3 months ended 31 March 2019, page-20
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