New shareholder here. I know the spotlight is currently on Dubbo, but can anyone provide some insight into the KMP progress and near term revenue forecast for ASM? From my shotgun research, it looks like the plant will be constructed H2 this year. So fully operational from next year? Am I right in saying KMP will be the main revenue driver for 2022-2023 and add Dubbo from ~2024?
I've seen some estimates for Dubbo alone, but any insight into the valuation for KMP? TIA
Ann: Framework Agmt for 20% stake in Dubbo Project and Offtake, page-143
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