RE:Profit or LossDo we know they can't slow down?
I thought a couple conference calls back it was acknowledged that No quota existed
As for a possible loss, can't see it not happening once you factor in the goofy remeasurment. So Glencore get to basically pay the new lowest price on whatever they have taken in some unknown period and even though we report late enough to be able to match the lowered revenue within the period it happened in and create some type of provision , instead we'll kick the can forward and screw up the early 2020 quarters even if we get a recovery.