The Future, page-140

Even if they don't make guidance for Q2, that's a shipping issue, I think you'll see significant stockpiles from the upgraded haulage fleet. They will be able to blitz Q3 & 4. I was concerned that the slow pace was structural in that they were having issues access the mouth of the river. Turned out they just never had the right gear. Now that they've finally fixed that the production rate should be uninhibited. After the last few ships excluding the broken down Caravos Liberty which was not our fault mining has been at the pace I expected when they claimed they could do 3.5mt.

I think they can make it back with a period of loading two ships at a time which is what happened most recently and will be the case when we're at 5-6mt. and need 80+ ships. I'm hoping they push the pedal with 4.5-5 day ship loads while doing multiple ships which we have seen they can do.