Yeah they’re probably about a year behind the schedule management outlined in 2021. Maybe Covid had a greater impact in procurement etc than management anticipated?
Also interesting to note the original plan for a 3,000 tpa demonstration plant (now 1,000 tpa) to be followed by a 40,000 tpa plant (now 10,000 plus tpa)
l think the major focus has since shifted to the 100,000 tpa plant in Malaysia. That’s probably because they have come to realise that that’s where the really big money is going to come from
Jasp
Ann: LMG PEAK Microcap conference presentation 13-Jul-23, page-35
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