If we include cash held we will need to sell Approx 33000t this...

If we include cash held we will need to sell Approx 33000t this quarter to breakeven. I hope that the ganfeng prepayments  are spread over the shipments for the year otherwise we would have to ship this quantity to new offtake partner, lionenergy or JRO in addition to the Ganfeng deliveries. I doubt lionenergy will take it all even if we can organise enough shipments/product given we're already a month into the quarter. I would be very surprised if we can get by without some sort of extra capital this quarter. I hope to be surprised (maybe the new offtake partner) but my expectation is some sort of extra capital will have to come from somewhere.