@mastrada production number for stage 1.5 has no slipped. All...

@mastrada production number for stage 1.5 has no slipped. All recent updates state 440kt for calendar 2024. Calendar 2024 includes March quarter production at 50kt. If you remove that then the run rate for the rest of 2024 is 520kta. Also need to adjust for delay in funding hence stage 1.5 won't be fully operational until at least June 2024. When you acount for that then there has been no change to 625kta.

What I find comforting is that based on numbers they seem to be capable producing 50kt per quarter already which would help with cashflow.

There is quite a bit of bot activity which suggests games being blamed.

Current 6c price is and the drop this morning with almost non-existent buy side suggests a capitulation, no more stop-loss triggers. The sell-side to 8c is also quite thin