Let's be clear, they did not plan to produce 1.2m tonnes,...

Let's be clear, they did not plan to produce 1.2m tonnes, that is just the maximum they are able to produce when all the circumstances line up - including demand.

The results so far are underwhelming, but we already knew that. We also know that a lot of it has to do with inflationary issues. What we hope to see is improvement in the March quarterly, which could indicate that we may see a ramp up in sales (and therefore production) moving forward.