Ann: Results of Third BMX Auction, page-154

Hi @bigal36,
Have revisited the 2021/22 Production forecast and throw up the following:

PILGAN NGUNGAJU
Q1 85,972 dmt (announced) 15,000 dmt ( 18 days 2 100ktpa )
Q2 90,000 ( 330ktpa) 25,000 ( Assume @ 100ktpa )
Q3 90- 95,000 ( ramp up complete ) 25,000
Q4 90- 95,028 ( 360-380ktpa) 25-50,000 ( ramp up complete mid 2022 )

Totals 356-366,000dmt 90-115,000dmt

Combined 446-481,000dmt which is lower than the Co. Guidance of 460-510,000dmt.
Given the Rolls Royce (Pilgan plant ) production rates ought to be correct, the spotlight is on the Ngungaju plant ( Golden Goose ) start up and throughput.
Prior to the fines concentrate circuit start up in March Q , have assumed an average coarse concentrate production rate of 100ktpa, given resumption is from C&M and may involve intermittent shutdowns to iron out wrinkles ==== maybe this is too low?
Regarding Ganfeng and General Lithium shipments under contract, have been reliably informed spod price for each cargo is refreshed rather than reset quarterly or annually. Hopefully more insight with the Q report this afternoon.
Really value your Posts.
Cheers