quarterly production would want to be at least 7,350mt. add the 900 lost gives 8,250 x 4 = 33,000mt. anything less than 7,350mt and they are having a lend. and even then, they will have to go at over 8,500 a qtr to get to 33K. 'making up' the lost 900 is rubbish, like saying they keep some production capacity up their sleeve for a rainy day. not true. the 900 is lost, and cannot be 'made up'.
Ann: Market Update , page-5
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