Lithium Related Media Articles, page-23099

Done some more reading thru old PLS quarterlies, specifically Sept q 2019.
Lets see how LTR stack up end Oct this year.
PLS only made 2 shipments for the qtr, shipping 20044dmt of Spod.
One shipment just on 6%, one at 5.5%. Price $545 USD based on 6%.
Mine run time was only 38% for the quarter, lowest for the year but up q on q compared to ‘18.
Share price was 35c end Oct ‘19, up on the 30c placement to CATL earlier in the qtr.
12171lbs Tantalite shipped.

LTR have larger initial offtakes..
My sneaky suspicion is we will well and truly be in production mode July 1.
Publicity wise, we might even see a loaded truck run to Port early in the quarter.
It will be great for sentiment.
The million dollar question is how much can we get over the rail at Port by Sept 30?
(We need a dockside eye in the sky like @nightflyer for PLS.)

If we could somehow jag 3x10000dmt shipments for the quarter, that would be a great start.
It will take awhile to fill the shed at Qube.
Presumably we will be operating to the highest level possible, ie well north of 38% mine run time..
At $1100USD dmt= 33mill in revenue for the q.
Not much, but not nothing.

What does this all mean? Probably nothing, just trying to get my head into producer mode.