Ann: Procurement of Long Lead Items for the Great White Project, page-194

Read your initial post and I really hope you are right. Was refreshed to hear someone with some experience in the industry provide somewhat of an explanation for this. Are you not concerned by the way management have dealt with this though? To release a non price sensitive announcement with material information such as this caught me so off guard and I believe could have potential consequences for the company. As others have mentioned, JM has stated as late as May (I believe, dont quote me) that production is on track for 2023. To have this pushed out such a distance inside 3 months did again surprise me. Finally, the mentioned cut to production was not accompanied by any explanation as to what happens to the rest of the planned production quantities. I would have liked to see a clear path to scale given these circumstances. Not trying to be negative towards you just seeking your opinion.