Well one must come before the other. Given the complexity of the chemistry behind these projects, you would definitely want a "bunch of engineers high fiving over flowcharts and pond liners" first. You know first hand what happens when this isn't the case with SO4.
I'm expecting expecting a little re-rate over the December period. That is when the company suggested first sales would occur and it would book revenues for the final quarter followed by CFs shortly. Given there is still a significant margin remaining despite higher OPEX, I'm more focused on the numbers and the technical details they will be providing overdue course about the plant.
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