Same period last year Quarterly was released on 29/Jul. So highly likely will be out this week.
It was a busy quarter, but...I am also predicting the future delays of all the following activities given they are all on the critical path of delivering the milestones, unless Chris could pull some rabbits out of his hat.
I am disappointed when these delays are sighted even knowing the reality is bumpy, while the recent SP is a good reflection of this. If what has to be improved from here, I expect the board under-promise, and over-delivery.
- Mar Qtr.
- Spoke PO from MB (Delayed)
- Hub ECS (If completed is pulled ahead) (Delayed)
- Jun Qtr.
- Full 50tpd integrated Spoke and Hub ECS (Delayed)
- Hub PO from MB (Delayed)
- Stelco Spoke and Hub contract award (Delayed)
- Offtake with Glencore (Surprise!)
- Sept. Qtr.
- MB Spoke installation (Will be Delayed)
- Stelco 50% JV FID (Will be Delayed)
- Dec. Qtr.
- MB Spoke commission (Will be Delayed)
- 1H 24
- MB Hub commission (Will be Delayed)
- Stelco Spoke and Hub Installation. (Will be Delayed)
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