he was talking to a few of the slides from the May presentation on the website. I'll try and post the audio if Bell Potter release it. Bottom line- assets value and cash flows much higher in current price environment; financing/offtake/asset level investment well advanced and due to complete in July; sounds like PD will have approvals and be shovel ready by in Sept qtr; mine gate 3rd party processing deal is being worked (MIN the favoured partner); could be mining PD late 2024; SS development could be brought forward if we get project equity deal; Mining services existing contracts and revenue expected to increase; big hint we could get something with MAC at CSA.. No more dilution! Go to the slide with the cumulative cashflows $500m pa, pick your own multiple and dive by fully diluted share capital. Then factor in spot commodity prices. The man is very bullish.
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