Yep agree does not matter it all comes down to cost of production vrs output.
Basically average cost /tonne and sales/tonne
It does not matter what the grades are as long as you have customers that want what you produce and you can make a coin or two from making it for them.
ORE costs are up as production is down. Pretty sure that if production were at nameplate cost would work out as they expected. But that has not eventuated. Yet!
Interesting to note that AGY has started on their pond works so they can get the ponds producing in the ideal harvest season.
We have not heard the same so looks like no expansion thoughts for another year at least.
Do we even have approvals in place at this stage for this expansion works?
Be interesting to see if we can get to nameplate this year at all.
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