RE: 3rd and 4th ships6 Sep 2024 17:12
The 1st ship was diverted due to humanitarian stuff needing to be delivered, i dont think the 2nd was delayed at all so not expecting any of the others to be. My understanding was that it was carefully planned and shipped in order of requirement, so the transformers will arrive when the steelworks and DMS modules are being installed and Q4 is still achievable, otherwise they would not be re-iterating it in every interview.
In Bernard we trust, but another month is nothing when many of us have been waiting 3-5yrs. Its quite sickening to consider that the majority of the gains we will see, can still be made by investors just getting in now until mid 2025 lol, but id rather be 2.5yrs early than 6 months too late.
Onwards kodders!