I have to agree with most of that, psi. The lack of information forthcoming is very frustrating.
I'm a bit dubious of matching sold production and revenue to calculate an average sale price. I suspect revenue is delayed by four weeks at least, possibly 2 months. (This suspicion comes from an accounting subject I did at uni...) Can anyone confirm that? If true, average realised price will be quite a bit higher.
And it would be really interesting to know how much those production costs will scale up when production is increased four-fold. Unfortunately, it appears time will have to tell there.
---
Finally, croc, if you're going to post dribble, at the least include something vaguely insightful to add to the conversation. Telling us you don't know what needs to be reported is not insightful, nor is wetting yourself.
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