I tend to agree that the 17kt shipment in early Feb (AAL Nanjing) should not be A40 because in the earlier announcement, company mentioned that * The remaining 18kt (ie. all stockpile) from 2018 production will be shipped in end Jan (Kohinoor) * Jan first 13 days production average 410tpd. 31 days in Jan would produce approximately 12-13kt A40 would not have 17kt of spodumene to ship in early Feb.
I hope to be wrong.. but the numbers don't support
A40 Price at posting:
20.0¢ Sentiment: Buy Disclosure: Held
