Whilst these OT's are a requirement of proceding to funding and very positive steps in moving forward, IMO the Mkt is after some of the more Juicy items to be dealt with and has been after these for awhile.... (in no specific order)
Increase In Ownership
Finalisation of SEZ
Finalisation of Permitting
PLS w/- other than Chinese interest
Sovereign Guarantee
Finalisation of Rail Transport negotiations with the entities published
MOU on the funding $$$
All leading into FID
We are getting there, but my opinion has not changed in that I would like to see us move ahead of Mkt sentiment in delivering the milestones, "underpromise over deliver" has something AVZ has never achieved, especially with timelines. I wil concede that doing what we are doing in "our" the part of the world would be a daunting task and Mgt have achieved much in getting us to where we are today, (apart from a sheet CR back then).
We are a hell of a long way from the "secure, define & sell" mantra back in 2017.
