RE: Frog and gray 122 Apr 2024 18:06
You are a twister. Because they haven't announced something doesn't make it a FACT that it hasn't occurred as much as you might like it to. The Copper? was aimed at the rather bizarre idea to post a share valuation for only part of the company's production. Break the overall value down, fine, but a finite post that just values some of it without including all of the production is misleading. As for providing value, I suggest that someone who only pops up as an agent provocateur on occasion to spin beliefs and mistruths is hardly providing a service. Please explain what value is to be gained out of the tens of posts you have made in the last few days? As for me, and as an example, we wouldn't know what Glencore patented process is used at Sable if I hadn't found it ... but I expect such irrelevant operational stuff is of no interest to you. Similarly information from other services I pay to subscribe to finds its way to the boards for the benefit of those who don't have the access. And I am a consistent presence here, not an occasional carpet bomber .....
>> Edzi - the RNS states that the completed unit was being painted. Now maybe you would like to explain where the machine ends and the electrical infrastructure necessary at site to power it begins?? There is no mention of where these electrical components are being delivered from; they might very well be being sourced in Zambia and have gone onto backorder at the last minute, it happens, especially in Africa. To quote PSD117 on 18th April:
"Speaking from the position of an electrical controls guy; There are lots of items that used to be on the shelf but now have weeks or sometimes months back order. Soft Starts, Inverters, PLCs, some modules, HMIs. I've just finished one job where the data acquisition module which used to be next day was quoting 16 weeks.
The usual tends to be, we submit designs to the client for approval with lead times of parts from that day. They then have a load of meetings, drag their feet until the order is placed, and we then discover that parts are now on back order because the client took so long to issue a purchase order. Our choices at this point are to either redesign with available components, (and go through the waiting for customer approval process, by which time the available parts may not be available anymore), or advise the client that because they took so long to approve, they'll have to wait for the parts to be available.
6 weeks, I'm not concerned. just been quoted 14 weeks for an NI module that used to be back order."
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