that report is still spot on on earnings. Ebitda $4M, addressing pfs estimates sensitivities. Assuming FY production of 290,000tn, which means hitting run rate from H1. Actually should be from Jan.
question for JB. Is the throughout increasing month by month or all of a sudden in Q1 2022 the nameplate will be achieved for some magical reason?
also they could squeeze in a delivery on Dec, inneficient ship cost for the sake of showing a better Q4, but that's stupid af..
or,.they can also use the OMH agreement clause where they get a provisional payment for every 1,000tn delivered to port. Probably not a bad idea to protect the retail traders from having panic attacks.
PS. If this stock was tightly held before, with last shake up is going to be tighter than a Barbie doll but.hole.
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