"on the verge of what should be a cracking quarterly"... on...

"on the verge of what should be a cracking quarterly"... on catch-up sales and stockpile rundown should be OK, but quarterly production much depends on how the mine move shutdown went in March. No red flags share price wise over the quarter, price fell, rose and fell again with the market. Little steeper fall last week or so than most min sand peers might be indication of quarterly disappointment?

Still mostly about Toliara, what a litany of Madagascan mismanagement that AI article was... Over a decade of the mining industry's disastrous fall into decay through inaction and politics while the populace starve and wither under natural disasters. Hopefully the World Banks US$200M assistance comes in a payment plan not lump sum, so pressure remains on restoring the mining industry. Make me wonder though, just how agonisingly close the Toliara deal could have been if stories keep dropping explaining how mining reforms were incomplete and the government not yet in a position/desire to move??

Between carrots and sticks, hopefully the ducks are finally aligning for Madagascar to commit to a new royalty-tax regime. Only makes sense for opposition politicians or those looking to switch allegiance to delaying Toliara et al until after the Sept elections. Surely the play is now (has been for a long time) for multiple new mine agreement signing ceremonies and capitalise on the hope of future jobs/royalties/community dividends well before the elections.

GLTAH