ok, interesting points ashbo, how have they raised production from 14 m t pa in April to 29 m t pa in May? If its years away from full guidance?
Why are they saying they'll get to 35 m t pa next quarter. Are they being overly optimistic and BSing the mkt?
Or are they missing something too?
Are you saying even after the repairs its going to continually fall apart or something?
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