Chatted with management recently. Indicated 6 boats this quarter. Cash $55-60m by FY, with higher shipping costs coming eating some margin. Did say they are looking at expanding production and can get to 1.5-1.6mtpa. Waiting on the gear, so it will be next CY, which is the same issue everyone has right now.
Very happy with the outlook in years 2 & 3, China no longer in complete control of the market with a massive restocking of materials all along the supply chain with a spending boom maintaining strong prices for longer than expected.
Chatted with management recently. Indicated 6 boats this...
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