Ann: Voluntary Suspension, page-244

Assuming A40 produced 27.8kt in Dec qtr (identical amount as Sep qtr which is on line with 55kt-60kt guidance), then our total 2018 production would be approximately 76000 dmt.

Since we have confirmed shipments of 49900 dmt, this leaves an excess of approximately 26000 dmt (not including Jan '19 production).

Interesting to note that COOS BAY capacity is exactly 26000t. So if it is ours, it would be ideal.

Also, whilst Burwill may have an US$880/t 6% price (which is more expensive than some and cheaper than others), remember that the 15% prepayment would mean only US$748/t would be coming out of their pockets. Can't get premium 6% spodumene much cheaper elsewhere I would imagine?