Personally I think it's unlikely it's due to not...

Personally I think it's unlikely it's due to not having enough ore in the shed. It doesn't make a lot of sense to order in a ship knowing you're not going to have enough ore by the time the ship arrives. These things can be calculated.

In any case, their quarterly said first shipment by end of Jan and to be fair a few days here and there is not a big deal in the grand scheme of things; especially since they've ramped from nothing to producing in such a short time. Keep perspective of the bigger picture: they're producing ore, they're transporting ore to port, they're loading ore onto ships, and the operations are ramping; it's unrealistic to expect such a rapid production ramp to go 100% smooth without any hiccups. They will find issues, they will fix them, all the whilst continuing ramp and fixing bottlenecks towards smooth steady state operations to achieve the 1mtpa target.