Yes, real sales, real revenue and hopefully profits as you say.
If PLS will be shipping ~100kt this quarter, that is an indicative early sign of the pressure that will be placed on existing producers over the coming 2 to 3 years. 100kt is ~17,500 tonnes per quarter above nameplate for plant 1, though very good to have a further 55kt per quarter up the sleeve from plant 2.
This is a real and proven project with real base load supply optionality. The company does not need to pretend, it can just do, delivering a secure supply of quality feed to the sector, and growing that supply in line with market needs. I am so glad PLS is no longer in the rock licking phase, like many of the pretenders out there atm.
Ramp up of next PLS shipment..., page-663
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