There's no need to "lay some material" mate, JZ does enough of that for you. Note that JZ couldn't even affirm to @Gvan that AGY would be ramping production (as he asked), it was more vague commentary like "we can get going". Get going with what, specifically? We might be able to take an optimistic view if we hadn't heard all this before. In November we were told the same thing when the filters were upgraded, and they were targeting in increase in production operations in Q1 2024. Yet here we are six months later, still just about to "get going".
I'm sure things are different this time though.....
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