HPA has been delayed again, demo plant to be "finished" by Q2 and then 3monthe to 6monthd+ of testing(pure speculation).
I think the scenario it is excluded in stage 1 and potentially added into stage 2 needs to be considered.
So what does that mean removing HPA has the potential to reduce Capex by $80mil( most likely less if some prep is needed to arrange things so it can be easily installed at a later date). OPEX drops by around $15mil and total revenue drops by around $143mil.
Idk I think this could now be a likely scenario and probably helps bring Capex closer to $1.7b / $1.8b mark when combined with inflation coming down.
