They must be super confident of significant government funding to live away from a BFS, like super confident. Talks must be very well progressed to say to market forget a BFS we are going to the government (and maybe shareholder) to get money to build the large scale plant.
Incredibly bullish update, and Advisory panel would be all over the approach and market comms.
This together with frequent use of the word lithium are the key call outs.
The cynic side of me thinks still too many moving parts to release a robust BFS so what’s our way around it .
Ann: 5E REPORTS THIRD QUARTER 2022 RESULTS, page-12
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