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Ann: Quarterly Cashflow Report, page-20

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  1. 9,073 Posts.
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    TAW took 3 weeks from the beginning of wet commissioning (21 Feb) to first production.

    AJM said in today's announcement that they had started dry commissioning and wet commissioning would occur in May. So based on TAW timelines they are on track for first production in June.

    Also KB has said that PLS first production would be June and first shipment August suggesting a similar 6-7 week timeline from first production to first shipment as per TAW. Even Mt Cattlin only took 7.5 weeks from first production to first shipment and it is a shit show.

    So provided first production happens June then first shipment is very likely August. I don't mind if you disagree with timelines, just sharing an alternate view
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