Read through most of the webinar comments. It does appear - even if commercially naive - that Daniel & JP felt funding was in the bag as this is the first time we’ve heard of a Candelas sale (which few of us had stated as an obvious option for CAPEX).
Did the guys answer any direct questions on Glencore?
Reading between the lines, the main game now is the export license (& phase 2 permit) to obtain a Chinese offtake & funding agreement to avoid another CR in 3 months time?
Ann: Galan Investor Webinar, page-70
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