Scottm as you say King Island hasn't delayed yet. But you only have to look at their last quarterly to see that odds are it's just a matter of time.
"The Company overcame challenges in the mining equipment supply chain to secure a delivery date in the third week of January 2022 for the CAT D8T bulldozer."
"Covid however continues to impact on deliveries with much of the imported equipment being potentially delayed through Covid lockdowns and related staff shortages. The Company is continuously monitoring the situation and is implementing mitigation measures to minimise impacts of delays."
"The Company is investigating various alternatives to make up time due to the later than anticipated start of the civil works."
It feels to me like they are easing in to a delay announcement.
EQR Price at posting:
5.4¢ Sentiment: Buy Disclosure: Held
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