Costs over runs that influence a sector (using mostly the same design) would most likely show up from the pre commissioning phase imo. The plant construction has barely started and ponds are less than half done. Unfortunately this does point to it being more likely a KLL specific issue imo.
They seem well managed and backed with solid SOP prices and weak Aussie dollar benefiting producers so fingers crossed for holders they can sort it out quickly with minimal long term consequence.
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