The Dawn of EV, page-948

Do they try and get a shipment away ASAP. Probably not. Why would you.
Shipping prices trending lower as per Baltic index, commodity prices trending higher. Wait as long as you are able and its working in your favour IMO.
50,000 tonne shipment a 10% drop in shipping costs A$500,000 extra income ballpark
50,000 tonne shipment mineral credits A$1,500,000 extra
5% increase in commodity prices A$500,000
Given how quickly shipping costs went up its not too tough to see a combination of shipping and commodity prices adding $2m or $3m to receipts pretty quickly.
Time is the only thing that is going to answer that one.
Mineral credits next quarter are important as well.
Have to manage their way through this quarter and given the right set of circumstances next quarter may be different.

Not too concerned about production rates TBO
Still modifying as per below from the quarterly. Few teething problems as you would expect. Better to sort those all now when there's no real incentive to produce any faster.


"Data acquired from the first several months of operation has provided invaluable feedback on plant design limitations and opportunities. Several areas have been identified for improvement and the Company is implementing a modification plan which is expected to de-bottleneck the plant resulting in increased throughput. The plan is expected to be rolled out before the end of the year to allow nameplate production to be reached before final engineering decisions are made in relation to the Stage 2 expansion, scheduled for completion in the first half of calendar 2022."