""Lynas anticipates a ramp-up period of three to four months...

""Lynas anticipates a ramp-up period of three to four months until first commercial sales and subsequent cash generation"."

Given you struggle with reading and comprehension, 3 to 4 months from Novermber 30th would be between end of February and end of March. I'd say they would "come to the table" once that period had lapsed. So let's say from mid-March onwards given your hypothitical situation.

"However here we are nearly 3 months later and they have actually not produced any finished product yet, let alone anything resembling commercial product." ...in your opinion.

I agree it's an exciting time.