'Pennie it won't take much besides orders to get Ph2 running.'
Jan, we are in agreement again
This has been the case for at least 6 months now, so why are the orders so hard to come by?
Mind you, until they get it to nameplate the COP will be way above their guidance - so the reduction in COP may take another 6-12 months. All predicated on the assertion that there are n technical issues to overcome - LYC have a habit of not telling SH until way after the event.
Capital Raising immnent, page-55
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