Agree - I also think that the ibc space is far less competitive than the resource recovery sector. Look at all of the emerging DLE technologies which we would compete with on lithium brine projects for aMES, just as an example. The closest known project we have to approval of feasibility for aMES is the middle eastern epc - they submitted their feasibility proposal in July.
on ibc - I have my eye on the Betaloo Basin CSG projects in the NT. I read a few months back that the NT government was looking to introduce a waste levy to promote resource recovery. CSG + waste levy makes ibc a no-brainer, especially if QGC operation is a proven success. The basin will put QLD CSG hypersaline brine liabilities to shame.
Ann: Appendix 3Z - Adrian Griffin, page-22
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