I think the company has announced that credits would come in Q2, 2022. December ship. The last quarterly they said they had 20Kt on hand plus if you dig around a bit you can see that the previous quarter they were producing ~15Kt per month. I allow for 16Kt in Oct, 20 in Nov and 24 in Dec. Ship size is now 50Kt so that means no ship in Dec as they will only have around 30Kt on hand at the close. They would need to be close to nameplate from the start of Oct to fill another ship in Dec and if that were the case the Nov ship would have been required early Nov, not mid to late. All IMO and DYOR
E25 Price at posting:
$1.25 Sentiment: None Disclosure: Held
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