Recently , a few times, but lastly, in the Crux Interview on Sunday night. But very importantly, he emphasised that if the DFS is delayed, it will have no impact on the timing of the mining application or start at GWS.
Rather, the incorporation of the 2nd product might show -
1. Far more robust NPV figures than in the PFS recently released.
2. And maybe far more subtly, have the “concrete” advantage of showing the 2nd, higher margin product, could be sold here, and in many many countries, compared to the original target country for the ceramic market sales....with all it’s current “issues”
I think most insto investors, who have not even arrived yet, would be intensely aware of this product diversification bringing sales in other than one country.
I do try to be diplomatic.
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