Reading the Ganfeng offtake announcement my prediction is the last ship was a combined PLS and AJM shipment now heading to Ganfeng.
I believe it was a 8000t 2018 commitment to Ganfeng.
Quick summary of known shipments so far, with a few assumptions made, including sales price and Aus dollar dropping to 0.695, AJM could have received approx $32 Mill Aus in revinue for Q4 2018, and as 100% stage 1 nameplate approaches this could represent an income of approx $21 Mill Aus per month.
All IMO DYOR
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