Agree - with comment that "the market was pricing in a much...

Agree - with comment that "the market was pricing in a much better forecast".

However that market pricing appraisal was based on the previous recent comments by management:

31 Jan 2024 - "forecast to exceed 30,000 MT"
23 April 2024, "28,500 MT to 30,000 MT".
my estimate - Likely around 28,000 MT but not exceeding 28,400 MT

31 Jan 2024 - "net sell price currently above $7.50 kg, and may increase further based on market demand"
23 April 2024, "$7.30 kg - $7,40 kg".
my estimate - Likely $7.00 kg - $7 10 kg

Select Harvet will always over promise and under deliver.

And the market knows that.

I will buy more at $3,00.