“They need to ship, it's no different to the comments I made the weekend before the Monday that Pilbara dropped a less production lower shipping announcement, and it will be the same tomorrow now the market knows similar for Galaxy.
The writing is on the wall isn't it?”
With everything we know about the converters and their current issues, this whole delivery lull is imo getting far more concern than necessary.
There is a big difference between this reason for delayed/skewed shipments and customers just not really wanting our product any more.
The former is temporary and a relatively minor issue in the scheme of things. So they go slow for 6 or 9 months, then full steam ahead. Big deal.
IF it were the latter, I’d be concerned. But It is not the latter, so I am not concerned.
Do you know more about the converter delays and recommissioning etc than the rest of us somehow perhaps...?
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