Agree that fundamentals unchanged and we're ticking all the right boxes. What exactly is the value we think we are?
Has anyone been able to put a price on this yet? At offtake agreement, construction of P1, production, P2 and onwards? If we make it all the way, how big can this go? (Let's ignore IP leasing agreements for now which can come out of nowhere at any time... or are we expecting/counting on more of those too?)
Welsho mate, you seem to be pretty in the know. What's your take on it?
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