Ann: Notice of General Meeting/Proxy Form, page-113

What can he say?
He only has himself to blame if investors are irritated by the delay. There have been a few unrealistic expectations with this project. Perhaps he has learnt that is better to keep his mouth shut.
If you like the story with SO4 you just have to be patient and hope there isn't another unnecessary cap raise. The guy over at KLL has been much smarter about managing expectations although I'm sure some of their investors will start to get agitated as this quarter progresses.
You can be guaranteed that when they do have the plant running to final product spec the old Tony will be in verbal over drive.
Keep in mind Lake Way when he starts dialling up the rhetoric about lake 2 as he inevitably will.
There is a lot riding on SO4 and KLL nailing production. It is irrelevant who achieves it first but it is important they are both successful for the sake of the whole sector.