Banter and General Comments, page-10101

The really big unknown we have coming up is the state of the forward orders for MtC. If anyone has an insight to these it would be good to get that data out here.

At this point we have hit the guidance given by the BOD up to this point, but you may recall that this was the last month for which they had sales projections at the time. Now they also had a WOY estimate which was around 180-210kt (I think - or was that a production estimate?) I think we need to do around 60 to 70kt this Qtr (maybe more?) which means we need about 20 to 30 Kt in each of the next two months as we have 15kt so far in the Qtr. So we need to see the bookings appear in the shipping schedule, or we need to hear guidance in the Qtr that those numbers are happening. Another booking this month would be outstanding.

The early confirmation of this appears the better the pressure on the SP will be countered.