pure speculation. But is it possible that the customers are processing slower than we mine?. If they dont want too much stock on hand and want to run a lean process it might be more cost effective for it to be stored at the mine or dock rather than what ever property they have in asia?.
Either way im not too fussed. If we run production ahead of customers needs it gives us some buffer room for unexpected shut downs or events.
On another note. The Lithium spot price is doing well lately. Hopefully gxy has some contacts to take advantage if we exceed our ordered volume this year (or any year).
http://www.asianmetal.com/LithiumPrice/Lithium.html
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pure speculation. But is it possible that the customers are...
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