23 July (first shipment announcement):"...As of 22 July,...

23 July (first shipment announcement):
"...As of 22 July, Tombador already has 30,536 tonnes of lump on stockpile at
Terminal Marítimo Inácio Barbosa (“TMIB”) ready for the next shipment
within a month, dependent on berth availability..."

So it seems they have the product at port ready to go but the bottleneck is berth availability or simply the scheduling of the boats. "within a month" isn't very informative. Is that in a weeks time or 3 weeks?

The unknown is hurting the stock big time at the moment. If ~35,000t/month is going to be the rate for a bit then the stock price is going to come under a lot more pressure. 2 x 35,000t ships per month and 35,000t to BSM's at the gate and now we could be onto a good thing.