hitting production capacityThis is a good release. Some measured comments from Ken Murdoch:
1. The demand is there
2. Operationally we can now run the plant at boiler plate capacity.
What's also interpretted is that now heading into Novemeber, when there is some dampenening of demand during the winter - VI - are confident enough to be seeing demand that ensures they are sold out.
I also think that the plant should or could do more than 500,000 tpa - if it is running 24/7 with this fourth crew. Lets see it operate for a few quarters - but I would not be surprised - if the plant can do another 100,000 - 120,000 tpa.
We'll start seeing this in the Q4 release, but first things first - I am looking forward to reading the Q3 release in 3 weeks or so.