Depends on many items coming together for the expanded production cases not least the full validation and product sign off for initial production.
Wet blanket and not the same but a clear warning for TLG how they plan to enter production vs current (not future) NPV is FYI.
For the JV path to production the new TLG project % ownership must hold and continue to present an undervalued case for TLG shareholders and the market or the haircut comes out.
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