You're right. Twangiza likely under 30k. Therefore dropping in production each quarter. The top annual estimate is 120k. That's 30K per quarter max. Yet mngt says expect total 40% in H1. Is this Twangiza too, or mainly Namoya coming in much lower on production? And if Namoya more costly, then maybe less production. Still seems more likely above 40K, yet possibility for under.
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