From the lasted drone footage of Vidalia 26/10 they hadn't...

From the lasted drone footage of Vidalia 26/10 they hadn't installed all the pipe. Question is when. Everything else is complete. They can still continue calibrating the mills and shaping machines in the mean time which will take a year as they progressively calibrate them as they ramp up. Not dissimilar to what Tesla is doing with their 2 new 4680 lines in Austin.

Not having the pipe installed won't affect the ramp timeframes. However, in the short term, not having "the plant is finally complete" box ticked drags on stock sentiment creating doubt giving the shorters a helping hand. There is going to be a lot more opportunity for the "Doubting Thomas" over the next 6-12 months especially concerning choppy revenue so either get used to it or get out. IMO, after that we're home free. Consistent sustainable revenue will build from selling concentrate to the other non fully integrated AAM manufacturers and our own AAM to Tesla.

I read recently the Chinese consumers are getting range anxiety. Filling their batteries with low density/low range synthetic isn't going to help. We'll have to wait and see what develops.