It sounds like management are a bit too optimistic on achieving nameplate. End of July sounds optimistic to me given two sections of nine aren't working 100%yet and the end of July is two weeks ago. Then again, you never know.
On a very positive note, there was more honesty regarding current issues in this report than I have seen before. (*Seen from gbg before). Everyone who watches the shipping would know the moot master system can't handle swells as planned for 3-6months and now they've announced the issue. I always feel like a management team that admits they've got issues does a better job of dealing with the issues.
GBG Price at posting:
15.5¢ Sentiment: LT Buy Disclosure: Held