Also just to add, here is the production estimates, slide 28:...

Also just to add, here is the production estimates, slide 28: https://hotcopper.com.au/threads/ann-a-106-million-equity-raising-presentation.8005140/

So given the ramp up schedule they were only going to have a combined total of about 1.5mlbs excess above contractual obligations across the next 5 years. The plant isn't going full capacity until 2029. And that's an old presentation! Given all the delays and issues since then, they've got pretty much nothing extra to play with for the next 5 years. God forbid there are more delays or production issues.

So yeah, the company was riding a fine line, now they're in serious trouble, short of some kind of miracle. I knew the risks, I lost, now I'll move on.