Slick presentation with good amount of info, nothing particularly new though.
Only really one noteworthy point - the construction timeline for the 10 ktpa expansion has now blown out by 50%. In the 2021 investor presentation they were guiding a two year construction timeline, with completion planned for late 2024. Now they're guiding three years for construction, with 10 ktpa production operations to commence from 2027.
The further delay isn't great, but I'm happy to see JZ provide a more conservative and realistic timeline estimate for the expansion. Hopefully with some luck they may be able to beat that guidance, which would be a refreshing change.
