Next shipment, page-758

Maybe the offtakers don't want to off take so much at the moment with bottle necks in conversion capacity, or just the general oversupply current status taking an effect. I think the AJM management team are no-nonsense professional team, but we are subject to market conditions. JRO has pulled out of all their shares in AJM, but still locked into an OT for 50ktpa (23% of stage 1). Can we assume they want all out? This OT reshuffle might be to let JRO out, and replace them with another more favorable company. What do you think? and any guesses who?