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Agree but actually in AEVs defence, they were working on this at...

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    Agree but actually in AEVs defence, they were working on this at the same time.

    if you read my 2023 summary post: https://hotcopper.com.au/posts/71713992/single

    Yellow Phosphorus
    Production will be over 100,000t
    Offtake - Hebang likely 50,000tpa
    Scoping study in 2024
    Likely being developed with Hebang
    Finalized by Q2 2026

    whats been confirmed is hebang is defs doing that work but that work was started in 2023. That's why we will get a report this month.
 
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