The problem at the moment is they haven’t provided any numbers on anything.
Not really any idea what they have produced or are producing.
No hard numbers on fall in brine recovery.
Nothing hard on the pond dynamics.
All we know is the operating costs have blown out and hence the need for expansion. And brine recovery has been hit but should be alright some time in the future.
Perhaps they can’t give numbers yet and there were comments about a review and further update.
But as it stands they are doing a good job of making themselves sound more and more like SO4. And hence possibly an explanation for the SP. And depressed sector?
The new CEO (who lacks experience in this sort of mining) has his work cut out.
I’m hoping they can provide some clarity and get the original show fully operational ASAP.
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