Simple.
They're playing with words again ... :
Production guidance of 40,000 – 45,000dmt reaffirmed for 1Q FY2019
Not Sale guidance
Not Shipment guidance
P R O D U C T I O N
Inventories doubled in Q4/18
I bet it takes another 40-60% in Q1/19
But, you know ... give them the benefit of the doubt ... maybe they end up shipping everything on the 31st of March?