Share price discussion, page-466

..the implication being that Altura can also pace itself (or has been doing so) , and therefore (as per @Dr_Manhattan comment the other day) has been possibly stockpiling extra spodumene ..and that it will not export any more than it said it would... as per @nightflyer comment this morning ie no more or less than 13,000 tonnes in June no matter how much Pacific Princess can carry.

The shipping lines won’t be liking the temporary reduction in supply that PLS flagged fir June and July this morning .

In the best of all possible worlds the next stage will be Altura secures it’s new funding and announces this, Nameplate, the go ahead for Stage 2, and near term increased exports from July onwards as it sends some of it’s spare spodumene concentrate (secretly stashed via all those days of ‘higher than nameplate production” off in the ships that would be otherwise empty?

Or maybe if Wesfarmers comes on board there will be some deal where most of the concentrate only goes as far as Kwinana for processing in the conveniently ready Tianqi plant?