Hazer's saying the CDP will be a research and test bed for years to come (also see paras from the AR pasted below). Your point about nine months doesn't mean much at all. We need to look at projects hanging off this.
The MK2 reactor is due in early 2024 (strategy webinar Q&A with Mark Edwards). I think this will now determine the Canada FID. There's been no more word about the 2,500tpa prototype Suncor was to build, and FID in H1 leaves little time to build and test one.
The schedule for H1 also has an offtake agreement linked to Mitsui. Hard to doubt that selling tonnes of graphite is a key commercial milestone.
(20min delay)