well its true to be honest
there are no offtakes signed- thats unusual imho where usually see non binding offtakes signed even before production begins
the KMP has been built and commissioned and yet atill no guarantee they will be able to sell anything they build
the dubbo mine thing is going to rame longer than expected with next news mid 2023 right
the kirean consortium and nearly done a full backflip on original offer- no longer exclusive buying at 8.90, etc....
when things go titts up then yeah shareprice suffers
because big projects run to plan and well executed dont go titts up like this
and now ceo walks.
definitely should be alarm bells ringing just on this
kmp could be totally fine. but what ste the bottle necks referred to? noone knows
how can the company get away with being ao vague under continuous disclosure. what are the bottlenecks? they know exactly what they are, so should retail investors imho as those bottle necks are clearly materially significant as it delays the upramping of production and delayed sales
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