Hi Sjlasx, yeh agreed re it being a bit of a head scratcher, if those previous figures we all had were correct it seems this shipment was only a very small one for AJM. Perhaps we booked the ship then customer delayed for some reason, so just went with PLS load? Think we should have had enough in inventory to supply even with the production decrease? Perhaps not?
On the seemingly small load, perhaps a sample size for a new Off taker?
AJM Price at posting:
5.0¢ Sentiment: None Disclosure: Held
