Just be aware they tried to push just about every grain of product out the door prior to the EOFY. Extra vessels were employed to do so. They did have a fair stack of ilmenite on the ground.
Increased production is phenomenal, but comes at what cost? Time will tell. As others have suggested, we need to see production and shipment levels over an extended period to get an accurate idea of where these guys are at.
Ann: Increased Production and Shipments at Thunderbird, page-7
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