If you are referring to Taylor Collison research, then I don't have access to it, and not sure if they refer to financial year 2024 ending June 2024 or calendar year 2024 ending December 2024.
The company stated that they reached 240kt pa production in January, that they were no disruptions to production despite logistical disruptions and that they sold about 35kt in March quarter. So I'd be surprised if they don't ship at least 75kt in the next three months.
But yeah, agree with the your opinion otherwise.
General discussion, page-1585
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