What makes you say there is a new plan? Bruce pretty much described what was in the BFS during his conversation on Crux. $20M of revenue from AN for first two years (that matches what's in the BFS at 1mtpa), as it takes time for a new industrial metal (i.e. their silica sand is different vs. what is currently in the market) to be accepted into the market. Then in year 3 he expects Muchea to come online. So to me this means $20M per year from AN for 2024 and 2025 (minus overhead). Then we model in Muchea for 2026.
What makes you say there is a new plan? Bruce pretty much...
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