I couldn't be certain. You may be right. However GXY have...

I couldn't be certain. You may be right. However GXY have binding offtake agreements that allow partners to choose to have shipments skewed to the second half of the calendar year.
Same total annual shipment. Just staggered to suit customer requirements. This has been explained numerously by management.
GXY was still anticipating 40-45kt this qtr, but even if that gets pushed to second half there is no material impact on GXY. It's not like they have cash flow problems.