With 115,000t sold in the first half and total sales guidance for the year of 200-230,000t that leaves 85,000-115,000t to ship in the 2nd half, weighted at 30% last quarter or third quarter ( 25 -34,000t) and 70% this quarter (59-80,500).
The bottom line is last quarters shipment will be well down and this quarter well up, so production costs/ cash will will take a hit last quarter and be made up for this quarter..or something like that.
Basically 3-4 shipments in total to find over this half Mega.
Cheers Whisky
With 115,000t sold in the first half and total sales guidance...
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