Q1 41kt Actual Q2 55kt guidance Q3 108kt guidance Q4 136kt guidance Total 340kt in CY2024 (my mistake stating it as 332kt) Vs. 440kt previous guidance with variance unexplained by company
I think it's abundantly clear from the announcements I quoted that they announced reaching 240kt run rate pa in late December 2023 and not name plate capacity. It's either running at 240kt pa or it is not. There was no announcement that it was no longer running at 240kt pa. In fact, the guidance for Q2 shows that not only it will not be running at 240ktpa in Q2 but it will not be running at 240kt pa with all further improvements made possible through funding (i.e. 24 hour shifts).
