Originally posted by Sharpey
Thank
@UY ScutiSurely that's more likely to be GXY's shipment. They haven't had one for all of January, so they should have a bit of a backlog that needs to move.
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
