Compared to the october presentation, the DFS got pushed out 3 months (March 22 to Mid 22) and plant commissioning pushed out 10 months(Aug 23 to Mid 24).
That's a big difference in just 2 months.
There's like 10 mentions to Covid disruptions and stretched supply chains. Doesn't read very optimistic.
It got balanced by the EFA financing support and potential flowsheet optimization at least. We are fully funded to FID, so I'll give it another look in 6 months.
QPM Price at posting:
18.0¢ Sentiment: Hold Disclosure: Held
