Just taking a quick look at the project schedule below and wondering what news we might expect over the remainder of 2021 to give the share price a boost or trigger a broader re-rating. I have a good long term holding but looking to perhaps trade the news flow and use proceeds to top up that core holding over 2021.
- We must be due some news of the by-products, especially HPA which is major potential contributor to revenue - that seems to have gone very quiet?
- Any other 'Pilot plant activities' before it finishes up end of May?
- What are the expected 'Project approvals' between now and Nov?
- Would we expect some newsflow to arise from the DFS process or is this a black box until 2022 when it is completed?
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