Ann: Production Update, page-47

* So production down by somewhere between 3k to 12k wmt which represents time wise anywhere from 5 days to 21 days of production at 200k wmt/year. Will have to see what the final damage is. Sounds like the crusher performance in December prompted this maintenance to be pushed forward.


* Sales down by 10k to 15k dmt which is a much needed $5 to $8 mil in cash they will miss out on this quarter. The 22kt shipment in Jan is a little meaningless since we don't know what was planned originally. Does that mean Jan will be 60kt? Somehow I doubt it but we will see. Could this be a sign of offtakes slowing their orders?

Didn't really read anything positive in this announcement and surprised AJM ended green.