Yes I believe that's right. There are levels of inventory though - different concentrations in different ponds as the brine cascaded from low to high concentration ponds. So the impact that rainfall or cloudy conditions have on production may not be immediate.
There's a simple solution - publish production numbers and associated commentary every month as they did for a while a couple of years ago. The drop in production is not the company's fault, but not keeping the market appraised definitely is.
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