Of course that's all important. But what do you think the FX rate is actually going to do? If they've done 8m tonnes already to 31 Dec, or about 1.33m per month. Looks like another 2-3 in the two months through Feb should be fine.
I'm not downplaying these things, but they don't look like massive risks to me, eh?
Ann: Half Yearly Accounts and Appendix 4D, page-37
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