Late last night I asked here what anns. might be released a bit earlier to help our case.
Response courtesy Acgm.
.
Let’s see … are there things which may move the value needle a bit on which we are awaiting …-
Buldania drill results-
funding in place for increased capital cost of phase one build-
offtake agreements for extra production now to come from expanded phase one build-
spin-off of Buldania (not in the pipeline - but … maybe?)-
updated economics based on new expectations of spod pricing instead of the circa $1,200/T on which prior economics were based-
DSO sales contracts (showing expectation of extent to which that windfall income will account for excess cap cost on expanded phase one build costs).
There’s probably some more in there too.
.
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