JRI Fireside chat with Scott Macmillan Tues. Nov 28 @ 9:00 Perth/12:00 Sydney, page-452

I also think the 5 year outlook is outstanding.
If we make the big D that is just the start. Those that cash out and buy the Lambo early will regret it, as, like you say, the real gains are likely coming in the subsequent years.
After a prtty boring couple of years on the stock market I am bored to tears with the steady decline of CSL, MQG and ALL. I cant pick a lithium winner to save my life ... I cant think of a better place to park money than a junior intent on uncovering the discovery of the time

Scott said in the chat that he sees IVZ "owning the appraisal phase for the next few years" until maximum value for IVZ shareholders is realised. But he also said that he is planning early monetisation and is totally against the slow journey to production experienced at Lokichar, so he must have a plan
- quick to production,
- with IVZ owning a few year's worth of appraisal

....bring in a production partner where IVZ and JV partner share profits across the producing assets, whilst IVZ persist with growing the proven resource and owning all the upside of the revised resource?

Win-Win, Zim and IVZ shareholders