Karl,
I think you will find they are talking about different concepts.
Leo is talking of commencement of commissioning ( ie first spod during ramp up) whereas LTR talks of completion of construction December but "production" mid 2024.
I happily hold both, but I think LTR is sandbagging, and will produce ramp up spod as early as Q1.
I reckon LTR is a couple of months ahead, for first spod, but Leo is coming fast.
And looks like Leo will ship DSO first.
Karl,I think you will find they are talking about different...
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