Market clearly disagrees with the glass half full crowd.
My view is this is nothing more than a smokescreen to hide the fact there has been no material change to either the CLC stagnation or the Ti offtake negotiations. Whilst I agree it’s a good partnership it’s simply an MOU and easy for either party to walk away from.
What happens when (not if) another group develops a better, cheaper TIVAN which renders the original obsolete? If we are not up and running and making good money by then all the opportunity goes begging.
Hurry up on the tier 1 important stuff PB
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