2021 - General Discussion, page-2859

@redbaron
Great set of calculations there.

I might add that the most recent set of DFS numbers still carried the 8% discount. So if the Alcoa JV is formalised and we get to the fully funded stage with offtake that would reduce the discount rate clearly and the numbers look that much better again!

Not sure if you or anyone can provide a revised DFS and or set of numbers on say a 4% discount?

I also agree Alcoa will want a first-mover advantage to take market share so will want to move quickly once the JV is formalised.
So once announced I would hope/expect for a number of updates to follow which will provide clarity around the strategy forward.