Ann: Investor Presentation, page-2

Nothing here to assuage my production doubts. No signal to reinvest in my view.
TTI now up from 71% to 85% of nameplate capacity. An expected improvement and we can anticipate the smelter to have produced 186kt of titanium slag in the second quarter report.
The real concern is the poor GCO production record. No percentage improvement given, just the same vacuous line "new records" set again.
With all the consultants, process tweaking, etc., there is little here to suggest they have significantly improved production at GCO since the last quarter, otherwise we should have heard about it in this update. Production is avoided - no numbers. The graph focusses on plant operating time and throughput - not concentrate production.
"New mine management in place" needs explanation. Why was new management needed? Does it signal there were issues? Should they result in improved production prospects at GCO? GLTAH.