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Steve, I haven't listened to CC, but only negative I could see was big increase in inventory year over year (didn't check how it compares to Sept). I see stock price is coming back.
I think they blamed most of that on Chromite stockpiles as they still don't have the fixes in place to use the poorer quality ore yet. Seems like that was originally supposed to be done by now, but has been pushed out into Q2.