I went to the Sydney roadshow, I'll say no new information was presented. Nige was very guarded on what he could/could not say and reemphasized everything that AVZ has already put out in announcements.
Think about the silence and secrecy this way, as a hypothetical if people are saying bad things about me as a person and I then start denying the things they are saying it gives them fuel to start talking about how much I am denying things.
People being coy about the silence and memeing "trust us" or "as confident as ever" on HC is just them big ego'ing themselves trying to make out they are on the inner circle... if they are, they didn't get there from going to the roadshows.
As to mining license, they expect it soon as per the ASX announcements. Its a process, its frustrating to all us holders but we are all in the same boat. Anyone saying they have any inside info or claiming otherwise is probably pushing an agenda.
DYOR, have a look at Maquarie's latest Spodumene pricing outlook... no matter which year you pick for us to start production/first shipment, given the size of the resource and our target production, we are likely doing pretty good.
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