A lot of macro insights - always a great read and completely agree on long-term view but with our next ship not being scheduled to enter Port headland today there are only a few days left in the month to load and book in this quarter...
if we miss the date I'd see us miss guidance of 67-77k for Q3 even though the higher price might make up for the volume reduction.
maybe KB is slowing shipping to benefit from price increases...;-)
Good News & Bad News, page-47
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