GXY had no shipment listed for JUNE,
they later said that it was "rescheduled" and then said it will now "form part of shipping" in 2H
gxy had two listed shipments early in the QTR, (was great to take pressure off activities report call) one july and one early aug,
both have been moved since
first one is just going now according to the shipping info with a40 15K also listed
Second one for GXy is now listed late in AUG and says TBA but assume it will go eventually.
Personally I haven't seen one hit the list get pulled or disappear, just the date moved, and moved again,,,but they eventually go
15000K will be out the door, which is a start ,
would probably be 1500000000K tons but I'm informed offtakers / clients have been rejected and sent over to AJM so that a40 can move forward on its non binding legally unenforceable MOU to talk about making a MOU which doesn't seem to be talking about how a40 will be getting paid for product upfront as was discussed by some, shall we say, ohhhh, I don't know rampers on some of these threads recently.
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