Agree with focus, but not with heightened concerns, and certainly not with management abuse.
If you check last AJM announcement, there was a promise to announce "completion of loading" of first cargo. Not as per Pilbara's " loading is underway", but completion, and it may well be that neighbour was loaded first.
Btw, that last announcement also indicated likelihood of sharing ship with other Qube customers, so based on tonnage, that would still seem likely.
Pilbara would have been unwise to breach confidentiality and make mention of other cargoes, in my view.
I anticipate an AJM announcement later today.
Favre
AJM Price at posting:
23.5¢ Sentiment: Buy Disclosure: Held
