Don’t be surprised if we process between 25kt to33.5 kt by late June!
It certainly wouldn't supprise me, we will find out at some point, but more relevant to the discussion, which was around not getting over enthusiastic on expectations for the FY 2023 report leading to potential and unnecessary disappointment, is if they can ship 25-33.5Kt by the end of June, that changes which financial year a shipment can fall into..as you say it doesn't matter a tinkers damn the revenue is coming regardless but can change perception.
Which Offtake partner takes the next shipment has some relevance as well, we revert to the original OTA with Yahua when the 18.5kts is shipped so ideally it goes to Ganfeng...:
Great to be positive which you can only be with CXO really, but also wise to be conservative.
Cheers Whisky
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