Ann: Cape Flattery Silica Sand Project Update, page-2

Good update. My read is that there is a another potential offtake partner, on top of the MOU with Mitsui, which is nice work.
Reference to high grade silica again, which has a significantly higher price than the one used in the initial numbers.
Downside of course is delays to the DFS - moved to q3, and the EIS requirements taking time.
The EIS is going to the "big unknown", and will hold the SP down until it is resolved I think.