Goofy - the only "hard bit" re the quarterly is the average price. They are making bespoke product with different price points and pricing agreements. So the timing can be very problematic in sales throughout the qtr.
LYC are very good at estimating cash out so I dont see any problem there. Obviously the amount of tonnes sold is a variable but I would have thought 50 tonnes either side of 1400t would be reasonable.
Anyway I guess we will find out soon enough. As I said I would be interesting in others putting their 2c worth in. Always find numbers say more the words in this game.
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