Couple of AL statements from text I posted earlier. "And in December, we actually had a very, very good month because, of course, we ran everything as hard as we could, knowing that we would be running out."
"The plant has come up in rather good shape in the first part of January. It won't be a 600 tonne month because there is also a 600 tonne run rate for the first 14 days, I'd say. "
So re reading both of these I will agree that it was probably first couple ow weeks in Jan. the Good December statement goofed me up. would have been nice boost for Q3 report if allot slipped from DEC into Q3. December output could show up as either inventory or accounts receivable both of which would decrease cash but help P&L But it would also show up as completed product in the activities report so not much impact on COGS one way or the other.
One other point. Each time AL talked about KAL she used the word Kiln, no "S"!!! so Maybe you are correct it is a single Kiln. Just seems like an awful big single point of failure that could shut down entire operations. We will see.
Last point is the note about accelerating the depreciations of the Kilns at Lamp, end of activities report. I guess they have no plan to use them at all.
LYC Price at posting:
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