I doubt that recent sales have occurred last year production...

I doubt that recent sales have occurred last year production costs. at least it should be a small percentage.
I base this on the statement issued on 07/02/19.
We only produced 9500 tons of lithium (due to water issues ) in December while January production was 13100 tons and I would assume that February and March would be the same,very close or better.
We were told that by end of March we will ship additional 30000 tons or have ready for shipment.
Assuming this quarter production of 40 000 tons less known shipping I think most of current sales would come from his quarter production.

Will the costs be lower??? That's what we are going to find out soon.
Steady production and regular sales will no doubt be a game changer for A40 and SP in the next quarter .

Most of us hold to our shares during stormy times and I can not see a reason to sell them now.