When comparing other producers one is primarily up against...

When comparing other producers one is primarily up against Chinese producers whom we know are lower cost. Although they are experiencing their own issues currently - mainly shutdowns due to illegal operations or poor environmental issues to name a couple. This is working wonderfully in favor for Syrah whom have worked very hard to lower their OPEX - however FOB (only freight on board not shipping cost to destination) costs remain high due to delivery to port and now very high costs once at port to shipping to destination. We will learn more on this situation in next quarterly - ie quantity shipped for quarter and at what opex cost average and sales price average achieved - will we pass on the increased shipping costs to end users is a big one.

We will also learn if production volume has ramped up during the quarter - due to demand (even if it remains at site or at port due to shipping delays - a ramp up in production is highly beneficial in reducing opex.

It's a big quarterly indeed pending along with FID and possibly a few more details re Tesla deal although the request by asx answered most details.