I'm pretty sure I read one of your posts a fair while ago that...

I'm pretty sure I read one of your posts a fair while ago that you thought we were in for a January delivery anyway? I think I pointed out that it was possible to get 45kt in three months based on old data. But yes that timeline has been passed. I'm still not certain of what we will be looking at in dec but I hope to have a better understanding after the next update. I have also been reading reports that the Li market has actually felt GXY shortfall leading to increased supply deficits. These delays are across the board as NMT also have not made any noise on delivery since first media announcements.