Ann: Presentation - FY22 half year results, page-11

"Interesting proposition but i still cant get my head around if Toliara approval is imminent. Especially if the whispers I heard about engaging a commodity consultant to review opportunities is true... if it was all about a STA tie up then why the need to cast a net far and wide? Best outcome by far would be near mine resource addition but the Kenyan government seems to have gone out of their way to make this near impossible, and the community has hardly jumped on board either."
I feel that its imminent assuming the next couple of months is imminent.
"Rajoelina obsesses about track record in office in run-up to 2023 Madagascan Presidency.
With most projects in the country on hold, the Madagascan president Andry Rajoelina is actively casting around for new ventures that he can add to his list of achievements in office when he runs for re-election in 2023. [...]"
an old article, but this is what base is seeing, that Toliara proceeding is one of these projects he wishes to add to his list of achievements in office. Toiara gets a mention in the article.

can you elaborate on what the commodity consultant would be reviewing?

They also said in yesterdays meetings that the locals and Kenyan govt are making the right noises.