looks good. management reaffirming on track for commissioning this quarter and within budget. Blackrock is firmly locked in now having drawn from their 12m$ USD. Power energised.
good results from PB drills. They are thinking of going for a smaller east only production route which would mean lower capex. Can be expanded to a larger scale down the road.
if they can cut PB capex down to less than 50m then it would be a great result.
Offtake in final stages, with first 500T already committed to be sold on spot. No rush to finalize deal. Always have buyers for our quality concentrate.
