They only had 11kt available for sale across the 4 inventory...

They only had 11kt available for sale across the 4 inventory points and basically only fines at the end of the Sept Qtr so any meaningful sales are limited and if they do at a low price average price due to no coarse.
From Sept Quarterly
"Syrah’s coarse flake availability for sales later in the quarter were constrained by depleted inventory and no production campaigns."

One could say after a shocking Dec quarter the current quarter will probably be pretty buggered also for sales by the time they get the issues sorted, plant running and product shipped, along with the fact that customers at the moment are probably sourcing short term supply from elsewhere due to uncertainty on supply timelines.