They are on target to deliver the 2x 15k tonne shipments this...

They are on target to deliver the 2x 15k tonne shipments this quarter. Logistics at this end can get expensive if you get wrong. ie from memory leaving product in a holding yard an extra day can incur up to 25k in fines. So better to get it right, or err on the side of caution.
To save on dilution and bring the product to market months/yrs earlier we imo should allow a level of lumpiness with the production ramp. For example the drying pads are a bottle neck atm. Especially if it rains. But that also will be improving shortly after an environmental sign off to build some more pads in the coming months. Things take longer when being done pre funding. The potential Naïf funding which imo is looking pretty likely. (No one has gone to this stage of the process and left empty handed). Naïf outcome is roughly 2-3mths away. And this is when the real ramp begins. 24hr operations won’t be happening until sometime thereafter.
Just remember they’re ramping off minimal outlay atm to negate dilution. Can’t emphasise this enough.
I get the quarterly could have read better and will be expecting improvement on that going forward.
What we’ve been able to achieve up to this point pre-funding has been pretty solid. In my eyes anyway. Gltah