I would love if Troy is around to see what he can come up with in his previous TMT v AVL models, if you can mix in a bit of what was gained for TMT's plan by acquiring AVL's ground, and as prudent, what AVL's offsite plan can look like with some of that sweet (saleable) Yarrabubba fe-ti rich soil (+ estimate of what a likely reserve increase might do)...
There are absolutely plusses to processing near Geraldton, but also a big negative, but as long as what i'm reading above is them assuring us that both plans are getting due consideration and we getting either a) lowest opex, or b) most likely to be funded (even better if they are the same thing), then i'll take that!
Darn what a rollercoaster today...
AVL news, page-111
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