Good one. It highlights the shortage and the potential of replacing part of that Zircon.
The first 52Kt of offtakes haves taken around 5 to just over 6 months, and we are hitting that mark now on both Opaque and Traxys.
The others were able to process internally, where Opaque and Traxys are distributors. This could well add to their and thus our timeline.
How much time will external validation add? And.. the 6 month is also just a historical timeframe with Bob and previous BOAs so is just a frame of reference - the only one we have.
We will all get clarity soon enough. Seeing jobs advertised does indicate they they foresee these coming through. We wait...
Good one. It highlights the shortage and the potential of...
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