JJ - you are 100% correct as a factual statement.
IMO, based on previous experience over the past 12 months or so, I'd be penciling in 11kt run rate in June. If it occurs before then than that's a bonus.
Even then it is a target, and again based on the last year or so, it may be missed due to unforeseen situations.
Once LYC starts to hit targets then all will have more confidence in future forecasts.
Achieving a 11kt run rate in any given month would be a great achievement, but then it has to be maintained for at least 6 months to give customers some level of confidence to place long term orders, and start to wind back existing supplier contracts.
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