Pepab schreef op 5 juni 2019 09:00:
Uit de webcast......Ze hebben hun target voor een beter H1 2019 dan H1 2018 al bijna binnen. Dus >310mio, kan zomaar eens nog een stuk hoger worden
Nassef Onssy Naguib Sawiris, OCI N.V. - CEO & Executive Director [64]
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So first of all, we are now talking and we are already end of May.
We do not have a lot of volumes to sell in order to meet our guidelines and hence our confidence. What we have to sell from here till end of June are not a lot of quantities. So that is one thing. You can look at it 2 ways. You can look at having 45% of the corn planting taken place as a potential significant uptick next week when the weather should dry up in the Midwest and this is the current expectation. And we have -- the volume is not placed exclusively in our plants. But it has also been distributed to a lot of leased storage facilities. So on a single day, you are not capped by the logistical constraints of shipping out the 1 plant, you're shipping out of in that case 6 or 7 different locations. And the same in Europe. So we have done a lot of work on logistics and we can ship a lot in a very short period of time. So -- b
ut, again, on the guidance, we have not a lot of volumes to sell in June in order to meet your targets for a stronger H1.