@SamMas at the CEZ March full year results conference call, I asked Pavel Cyrani about their investor presentation which showed revenue coming from Cinovec in 2025. He replied that this was aggressive and expected revenue to come 1-2 years after this date, so 2026-27. Therefore permitting completion and FID comes much earlier, given there is a 2 year build. Based on the DFS, finance and oftake being completed by year end the pressure on permitting with be quite high, especially from the CZ PM who is a strong supporter.
FWIW their latest investor deck is still showing the same slide with revenue in 25 and I did have an exchange with their IR person about getting the deck updated so will be following up next week on this point.
@SamMas at the CEZ March full year results conference call, I...
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33.0¢ |
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