It’s a loosey goosey estimate but yes.
Full ramp rate is almost 13ktpa.
As per announcements tests have exceeded run rate.
I expect we would be close to fully ramped up already but soon if not now.
10ktpa gives some leeway for May and June I have left it at 10k but expect we will be in full flight by then and that will offset the 15% loans. $1000 p/t is from Calderwoods latest comment so went with that might be $50 higher or lower.
It’s Good to look back at what the expectations were for spending with the reality to see if things line up too.
TAW Price at posting:
42.0¢ Sentiment: Buy Disclosure: Held