I had presumed they had meant Q42024 rather than end of September. But the overarching point stands - Aura is spinning a lot of plates at the moment and if they were uncertain about the pieces falling into place, it seems unlikely that they'd bring forward the previous timing guidance. Yes I'm speculating but to me, that's the most interesting part of the announcement.
As to the market's response, 91.3 Mlbs was announced back in June:
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