No guess here on the margins. You may be onto something with the parts issue....design failures possible.
I never believed the CFP either, but was hopeful JAX/RKT was coming along. Replicating outside of Niagara, solid design plans, permitting, engineering, RKT support, etc. would be show significant progress regardless of setbacks at Niagara. It would show also show us the management staff means business. Growing this deal outside John's backyard is gonna be a very tough test.
Setbacks suck!
CG