Some good news to have a breath of fresh air.
In saying that, given production avergae, they will only have enough 35,000 at port at end of second to last week of the QUARTER...
Would this be enough time to pack it up and sail it away and get paid to show it in the quarter... JB seems to be confident that can be done...
The improvements are great news.... are they going to work?? I dont know about scalper or ore processing, I presume we have also paid some big $$$ on those big machines.... (~$1M each??)
Re timing, I take those machines need 6 months lead time to be manufactured and also shipping of them took time, so credit to JB that they are now arriving to site and start to work. They must have been ordered long time ago NAF.
If they are installed and perform as of early June they might help to get the 35,000tn at the port earlier by 1 week, so again not much time. Unless the timing of the shipment is made to perfection, we know what the QTR is going to look like with 1 shipment....unless they use the ACE in the SLEEVE by getting paid for deliveries to port at a reduce price....
Ann: Operational and Shipping Update, page-6
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