Agree with your conclusions and optimism but I thought perhaps that although the 2200 tpa exists now, the production would not hit that value until end 2022. By that time the nameplate capacity will be at 5200 tpa but again there would be a ramp-up to that value by mid 2023. Happy if it proves to be quicker.
The other takeout for me was around the negotiations with HEC regards the FEED study and subsequent EPC contract. At around 4:25min into the video David states "and that should be imminent' in respect to advising the market as to how Hyundai and ASM plan to move forward. So I feel we should get an announcement on that very shortly and get a resulting share price kick as the current uncertainty and concerns are allayed.
Relevant Media, page-1279
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