@chukes
I agree something doesn't seem right here, but if the company is withholding information regarding quality of the product they are breaching listing rules and it would make their most recent announcement misleading if this scale back is due to anything other than the downstream processing capacity of customers. It is a concern though that I've seen rumours circulating online about product quality for weeks now and others pointing out that Ganfeng supposedly hasn't scaled back supply from AJM. If you read AJM June update you'd be forgiven for thinking there isn't anything wrong in the sector and this week they're publishing photos of their product in Ganfeng warehouses. If PLS are aware of these rumours and there isn't any truth to them it would be easy to make a market update to say that there isn't anything wrong with the product.
Day to day discussions on S/P, page-13719
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