YOu'd have to say, that unlike her predecessor, Rowena is likely to fulfill some of her flagged guidance of potential agreements.
Perhaps as little as a 1 in 3 chance if they "in early January 2024, successfully progressed to a shortlist of preferred suppliers in one competitive process with respect to potential offtake for the Dubbo Project" and one of the many US/AU discussions and sample avenues must surely lead to something?
But like her predecessor, Rowena is starting to slip behind on results vs her guidance of expectations, if not to the same proportions, if one looks at late 2022/early 2023 comments. Its a delicate balance of keeping investors well informed on pathways and over promising on likely success therein.
ASM Price at posting:
97.0¢ Sentiment: Buy Disclosure: Held
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