CEO Robert Sennet said on 29 June (radio interview) they were on...

CEO Robert Sennet said on 29 June (radio interview) they were on track to complete ramp up by by 30 September.
They produced 40kt ilmenite and 5kt of zircon in June. To achieve nameplate production they need to increase production to 48kt of ilmenite and 7kt zircon a month. This seems achievable by 30 September if the WCP issues are resolved. This stock requires patience and hopefully this quarter will see real progress at GCO and a re-rating. The smelter work seems straight forward. 70 cents a share is a long way from the asset backing of 290 cents a share.