Good to see progress, but I'm a bit underwhelmed that all the optimisation has been to rejig investment to minimise upfront capital.
A worthy cause of course but it tells me finance isn't that close. Otherwise I don't think they'd go to such effort and time for the same npv. Keep in mind 18 months have gone by since the original DFS. They've reduced payback by a year but shareholders have worn the cost.
I'm locked in and prepared for another year or so of sideways while they put together this mega deal.
Just letting my devil's advocate keep me from jumping at shadows around the corner.
TNG Price at posting:
17.5¢ Sentiment: Hold Disclosure: Held
