I think your reading of it as simply obfuscating a CAPEX blowout is overly simplistic.
If you can maximise project economics without compromising the integrity of the project you'd be stupid not too. With no cutoff grade, the constraint of the operation moves to evaporation surface area. Yes CAPEX goes up with increased production, but incrementally. So in this case, bigger is better. Unless you can tell us - where is the loss of efficiency?
The delay early in the year is pretty obvious - the DFS landed and they didn't like the CAPEX blowout (everyone's CAPEX is up at least 30-50% btw), but also JP really didn't know what he was doing until this point because he tried to do the whole thing on the cheap. Enter the new experts, they've looked at the economics and decided they can do better.
The reality is GLN is most likely to get taken out, and we'd all rather do that on the road to 60ktpa than 20ktpa.
Your comment about project economics doesn't stack up. Grade and impurities dictate final OPEX which will be bottom cost quartile.
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