Ann: Orocobre Limited - September 2018 Quarterly Report, page-18

I'm with you on that, dyeman - they are at least one reason short of a convincing explanation. The two week shutdown was expected, but pointing to seasonal low evaporation rates just doesn't stack up. Brine inventory should carry them through the lean months and has done so before - two years ago they managed 3,013 tonnes in the Sept quarter with 1125 tonnes in September alone. I will listen to the webcast later to see if there is any more enlightenment to be found there.