I did and Garrett confirmed they are part of Parcel #2. Of course, if one does not believe the PRs, I doubt one would believe the CEO. I certainly do; otherwise, I wouldn't be here.
The big question we might want to think about is whether this parcel represents one month effort or stored material from last year. If we convince ourselves (because management is not and should not confirm this one way or the other at this time) that this is one month's effort, is it 5% of capacity? 10%? 20%? I am doubtful that it is more than 20% given that placement of equipment last month, but, imagine what the cat and trommel (currently in transport from Liberia) will do to capacity.
Again, if you don't believe the PRs, all of this is for not. Of course, if you don't believe the company and find yourself reading this post, you probably should sort out your priorities.
JMHO.
