Some speculations:The issues with PLS’ production due to Covid...

Some speculations:

The issues with PLS’ production due to Covid and labor shortage might have been largely solved. Why? Remember that Dale is the COO. If there are still major problems in the issues which he is responsible for, I doubt the new CEO can be appointed a couple of months earlier than expected.

This leads to my questions the other day about the shipment this quarter.

The Pilgan Plant is already rated as 360-380ktpa. The Ngungaju Plant is on its way to 180-200ktpa. So, maybe we can achieve a production of 120k this quarter? Plus 20k that was shipped last quarter but recognized this quarter, we get 140k.

Am I right to say that all those numbers are based on 6% concentration assumption? If PLS has transitions all its production to 5.5%, then that is a 18% increase in tonnage as mentioned by other posters before. If only half is 5.5% then an increase of about 10%.Then we have more than 150k in tonnage.

Assuming the ship payload is 80-90% of capacity, the finished and scheduled shipments is already above 140k, and we still have almost one whole month ahead. One more big ship we might get more than 170k shipped? We might have a quarter that beats all analysts?

Please note that the above is pure speculations. I myself only give it a less than 50% chance.