In line with expectations and I think already factored into price, but it appears to me (and happy to be corrected) that we can't really see the effects of the design improvements and more specifically current / accurate recovery rates as we are operating at such a reduced scale and the mine needs throughput with steady-state operations, as well as most of these changes happening in October.
Would of liked to have seen CATL take some additional Spod. Hoping this is the case as they have to some degree alluded to;
>Further, the Company has and will continue to engage with its other partners and additional industry participants
with a view to growing and diversifying its sales portfolio in the near-term
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Ann: Quarterly Cashflow Report, page-3
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