I'm going to dial back the hostility because there's enough of that around already. Ive seen the presentation today, it doesn't change what I said. I was implying SYAQ weren't going to be able to just stroll in and turn in on the refinery in the back half of 2024 and be ready to go, just because it's "half built". Going off their timeline slide, they're "targeting" a start in 25/26'. Call me sceptical, but due to perceived shareholder value, if it was actually going to be 25' they would have just put 25'. There's a large difference between it being ready in 25 vs 26 and they know that, that is 100% intentional. So we're looking at 2026 if everything goes ahead, no holdups, they dont decide to pivot to hydroxide etc. That sounds about right to me, comparing it with other projects. My original point is that i think people expecting Carbonate to be shipped out in 2025 (or even earlier in some cases) are jumping the gun.
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