Nothing to tell. He was included online in the people listening to Iggy's presentation in Perth in Nov (?) at the AGM as someone who could field questions, on his part of the (sub) operation, and no - one asked him anything. Either they didn't know exactly what to ask or were a little bemused at this presence. Certainly when I opined and tried to tease out what I thought the Coating plant might cost he said /added noting. At the end, Iggy said my guess of 20% of the HPA production plant would be a ballpark of his 25% to be firmed by PFS. That USD50m plus contingencies plus first load roughly gets to that ballpark number. Certainly a lot better than $500m.
Sounds like Uwe is playing a lot close to his chest and I'm happy with that since we are counting on them (the German operation) for a lot. I suspect with Uwe and Iggy as respective leaders, in terms of human Capital we have a lot.
