Yes, I forgot to put to anyone here to ask at AGM, unfortunately.
It just isn't clear how they are achieving this. There are certainly bottlenecks in every design which can be addressed to increase capacity before the next bottleneck part of the system is hit. So 30% increase does sound like they have modified the design somewhere. As an engineer, I would hate to think they are running at 30% above actual capacity. That is a recipe for high maintenance costs and expensive breakdowns.
Macquarie, who are obviously short on the stock have questioned full year production forecasts based on them not believing it can be run above nameplate capacity which is fair enough, in some respects. Management should really come out and explain this anomaly because 30% above implies investors are missing some key information. i.e. is this permanent or temporary?
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