I think the shorting was more on the back of the JRO selling...

I think the shorting was more on the back of the JRO selling along with the SP falling. Who wants to buy now when JRO can dump anytime? Do JRO have a bottom limit and is it 10.5c?

In regards to shipment, technically, April had 2 shipments (AJM didn't specify if the cyclone delayed shipment was included in the two per month plan). For May, Glorious Starlight is a big ship capable of 16kt (like 2 shipments of 8kt) IF it wasn't sharing its holds. So AJM might be on track but we'll get clues when Port Hedland updates its end of month stats soon. We should also get some more info when Mastermines does his JB interview...its one of the questions I submitted.