I personally don't think an off-take or rail will have that much of an impact. Those amongst you who think that this will be the SP saviour might be disappointed. It is sentiment against the demand of base commodities which is hurting BRM more than an off-take or rail. SP was almost 4 times higher than where it is now with less ore, less project development and more uncertainty on the back of better sentiment alone. WR can say and do what he likes, but he can't change the sentiment.
MM like you I am weary too, but I think the storm needs to pass before we see any re-rating to the postive, regardless of any announcements.
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