They got it from Scott or more accurately deduced from ann.
July 13 ann suggests later in Q3 after arrival of Rig equipment in July AND August (spud..."later in Q3 CY23").
Camp setup, service crew arrivals - quite a number of them this time. August is a few days away. August will be logistics heavy. No way IVZ will spud in August. Late Sept is more realistic and probably better. Elections shenanigans should have dissipated then. Hopefully, Zimbabwe is not prone to election upheavals and tensions like some African countries. Some multinationals restrict personnel travel during such times due to risk of violence.
They got it from Scott or more accurately deduced from ann.July...
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