Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-3

"The other three programs that underpin the Phase 1 Mega-line development are EV SUV/Pickup
programs with one customer. The expected start of production for the lead program in this group
has been rephased by the customer with start of production moved to H1 CY24. Given the
revised timing of the lead program with this OEM, we are managing Mega-line capacity
implementation and related capital expenditure to match forecast customer demand (see section
below"

3/4 megaline programs delayed. That's not a great update.