Hi folks. One question and one observation:Observation: IMO, the...

Hi folks. One question and one observation:

Observation:
IMO, the Morgan's "varnish of reality" note offers a whiff of Goldman's recent "lithium discount" saga of late .

a) Unsure where they're getting data, but company guidance (Sept 2021 AGM) clearly states:




What it did not state was that the company would update throughout 1H 2022 about status --

b) NVX has a "cash balance as of March 2022: $211,829,000 AUD.

c) The use of the terms, "we suspect," "we imagine," and other blind assertions in the note is not shocking, but leading imo.
.
d) Hold? Well, that's conditional per risk appetite, researched convictions, investment timing --

Question:

It has always appeared (to me) that more than 10k tonnes could be produced from a complex of that size. In re-reading the NVX language about Big Blue from Sept 2021, it merely says, "by 2023."

Anyone got color about Big Blue's actual compacity or how to determine that?