Hi esh thanks for points . First of all I did say AIMHO. Nobody can guarantee anything in life so we speculate to one degree or another . The prediction is 5-10 tines , if that’s wrong and it’s 0.5 then the resource is stranded and I won’t be able to admit this using my phone, rather having to wait until I get to a mains point supplied by a coal-fired power station .
Recycling will be a feature but this normally comes when the resource supply is mature and costly ! But as you point out it’s s risk for speculators to factor in.
NF said “the company will now “fast-track” its feasibility study, with the view to advancing into production “as quickly as possible”,with key elements of the work underway.” Management are now very credible and so I speculate that as NF has said this the FS will be fast tracked unless of course there’s a TO at an acceptable price. Remenbet and reflect on the sheer comparative magnitude and quality of our maiden JORC with huge rerates imminent and ongoing - if the FS comes early it will be an absolute godsend for the naysayers . When the FS comes and the NPV is confirmed then I speculate that investment requirements to mine will be a very low hurdle !
Finally, id appreciate your thoughts on my opinions on the need for upstreaming and vertical integration to get the process chemistry to the requirements of the consumer and that vertical integrators will prioritise high quality , low impurity , high concentration , high consistency , high capacity resources .
AIMHO DYOR
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