Have you actually READ anything that the co has put out?????? I suspect the answer is a resounding NO!
Let me pick you up on one thing. You say:
"there’s no certainty SOP will happen, without SOP the project economics are very d ifferent."
Questions:
1. What has the co actually said about SOP????
2. You say that without SOP the economics of the project are very different. Can you explain why and provide technical support for your view given what the co has said?
FYI, we could not give a rats about SOP. Basically, this is also the co's view although they say it in much nicer terms. They will look at SOP at a later stage and raise funding specifically for SOP at that time.
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