Day to day discussions on S/P, page-9868

"Now, the above could be read a few ways, but if customers were short on feed, IMO it would read different. Thus, possibly an opportunity for the company to use the delayed and optimised funding package to softly inform us that our customers are behind the curve atm."

Cheers SF@HC as you say it could be read a few ways, wherever our imagination takes us...
One thing appears certain, something has come along in recent months that has influenced Management's thinking , whether they have used that as an opportunity to delay or completely cut out stage 2 and go straight to stage 3 to fit in with a shorterm oversupply for one/all of our offtake partners, or simply because it makes economic sense to do so, will possibly never be known...perhaps both.

I have a suspicion someone has dangled a large carrot in front of PLS's nose...however we better not get ahead of ourselves , Management have said a deal would only go ahead if a satisfactory outcome for PLS and it's shareholders is achieved ..

One thong is for certain we are going to need a large amount of cash to achieve our goals and something needs to be sold off to avoid considerable share dilution and debt

Cheers Whisky