Long term you are completely right. Short term it has some implications:
1: Calm down the nerves of all of us.
2: Cash flow. Cash is pretty tight according to the CF forecast in the last quarterly report. So the earlier cash comes in the better. We are supposed to be paid fob. So there comes the importance of the ship.
3: Ramp up speed. The quantity of the first shipment could give us some indication of the speed of the ramp up. Again that is important for CF.
4. I dream of getting some guidance on the sale price with the ann for first shipment. ...
what is the obsession with the ship?, page-19
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