Those pics are a bit old. The page 10 pic was also in the 3rd shipment announcement on the 27th Feb where they said HMC was being stockpiled for feed into the MSP. But a bit more info from management on productions amounts would help as like you say they do seem to sell all they produce. Think they said those numbers will be out before the start of FY24.
Also added the Resourses Rising Stars presentation from last week
STA Price at posting:
33.5¢ Sentiment: Buy Disclosure: Held
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