Guessing Q2 wasn't great either, since the new CEO added that reminder about the December and March quarters.
Also, this part,
the Company continues to optimize its Australian production facilities to ensure increased demand can be satisfied from available capacity. The Company continues to evaluate the development of expanded capacity in Australia and new capacity in Indonesia.
Suggests that they still have only two mills, haven't started building new ones (in WA or Indonesia), and are still tweaking the second mill in WA. Not too surprising that the new CEO and board would want to take some time to evaluate before starting an expansion program though.
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