So you'll be "content" if they are operating at less than 70% of capacity? In other words you'll be content that for the quarter they've left something like 1,300 tonnes of lithium, worth, using say US (and it is USD not AUD) US$12,500 a tonne, about US$16.25m, in the ponds just in the last three month period? That's very generous of you, I'd like to be able to be so loose with my money.
Also, in one of the teleconferences Richard Seville noted that because they were behind in meeting their supply contracts there had been a delay in higher prices feeding through and that in the September quarter those contracts signed at higher prices would start being filled. As such I would be disappointed, once again, if Mr Seville had been gilding the lily and in fact the contract prices were lower in the September quarter than in the June quarter.