Ann: Operations and Guidance Update, page-48

We dont have enough information to know how far off specification the ore is, nor how much of it is off spec.

Suggestions have been made in earlier posts that the off spec ore comes from Cassini, but I'm not sure how that can be validated.

What is apparent, is that stope ore only represents 23% of the total ytd delivered, - maybe that has higher arsenic concentrations? (Qtrly report excerpt below)

Mincor's announcement does not say that BHP will not accept off specification product - it says that BHP will not allow the offtake contract to be altered.
Their announcement acknowledges the uncertainty - as per quote below:

"Given the lack of certainty regarding future acceptance of any off-specification product and the
incomplete status of potential solutions, Mincor has decided to withdraw its guidance (see ASX
announcement on 7 March 2023)".

Bottom line is - we need more information.