I think once that first shipment of the furnace arrives it will start a chain of things to happen.
1. Payment will be made
2. Furnaces will be placed on site
3. DSO will be approved
4. Revenue will start to flow
5. Furnace will placed into production.
6. Payment for next furnaces.
Each event will trigger a SP rerate. Imagine what will happen when they buy a mine site.
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