Thanks for your efforts as always, nightflyer.
If Berge Yotei and Yangtze Oasis are exclusive to PLS, am I right in thinking:
- 20,000 confirmed from last quarter
- 90,000 from BY & YO assuming that ships can't practically achieve full capacity
- 5,000 promised from the BMX for June shipment
So PLS could ship 115,000 tonnes this quarter, leaving around 10-20,000 in inventory depending on how successfully production has gone.
Ramp up of next PLS shipment..., page-1324
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