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Ann: EPA approves ESD and sets timetable for Arrowsmith North, page-179

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    ok finally got around to watch the interview. I'm actually pretty happy... while we've learnt to be very very cautious with Bruce's optimistic statements and i think we can set hydrogen and glass making aside as "presentation fillers".

    key take aways
    - time line established
    - STUDIES FOR ERD ARE COMPLETED!
    - off takes on there way.
    - pilot plant makes consistant grade (actually a bug deal).

    offtakes are interesting. i doubt we'll get pricing but hopefully a line about being at or above bfs estimates. just say samsung or hyuandai once and I'll remortgage the house.

    i really think we are i the home straight here team. I'm cautious of being overly optimistic but geeeeeez it certainly feels like its getting to the pointy end pretty quick....
 
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