I'd argue that procurement is actually your biggest risk factor...

I'd argue that procurement is actually your biggest risk factor for delays. These aren't run of the mill machines that are being sourced, but bespoke (I would assume) to our operation. The manufacturers don't sit on them in their warehouses, but would make-to-order and then you have to factor in lead times, backlogs, priority customers, etc.

The fact that Puna/Argosy have mitigated those risks so early on in the buildup just shows how well planned this has been and the attention the team are putting behind building the business. Confidence at an all time high in AGY right now