100% correct, no-one knows. Not even Core if there is a lag...

100% correct, no-one knows. Not even Core if there is a lag component in the pricing formula. Also can expect will be commercial-in-confidence, so should we know? Reality says NO.

But, therein lies the important word "prediction", and that is based on a whole lot of "assumptions". Is important then the assumptions are clearly defined for each to make their own call if good, bad or ugly.

I can tell you which 6 numbers won lotto last week, but not the numbers for this week. (I most probably wouldn't tell ya anyway, if I knew them, greedy bastard). So until July 28ish (quaterly report when Core will say we shipped X tonnes and revenue was Y) will not know, and then will have to assume it went to Yahua or Gangfeng, was only 1 shipment or two, etc. But with the more info should be able to zero in on it.