Exactly right RKG. Otherwise they will always just have a great resource at the wrong time of the respective price cycle.
The NT RP project may look marginal at current RP prices but what really matters is what view potential big investors take with regard to long term pricing.
It is this plus the true status of any offtakes that will determine whether they push on with the project imo.
If they try to get several potential projects going they will run out of cash quickly.
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