Both very interesting observations. What if the DFS comes in at...

Both very interesting observations.
What if the DFS comes in at approximately $300 million, inflation adjusted?

With the current cash at bank, it would indicate that both finance and perhaps more raising of capital may be necessary.
Would this fiscal situation actually be beneficial to the company into the medium term?

What too might happen if tensions escalate with the Taiwan situation, especially with the JV's and %of corporate ownership of a number of listed companies like MLX/IGO , should conflict be initiated by any party? ( Especially Brett , with his current business relationships?)

At present the waters have just become that much more murkier of late.
I wonder if the relentless selling pressure might be as a result of apparent unfavorable numbers and now macro economics and political destabilisation coming to the fore?

If management do decide to sit on the current cash for perhaps years without any real direction until the balance is enough to begin Rentails on a standalone basis, with no government or inside investment bank financing, what then with the company direction?

..or, do they wait for a more 'deflationary' business environment, to make forward moves?

Are management looking well into the future, or do they have far more accurate information regarding actual tin supply and future contracts than we believe?

This company's short to mid range future is harder to pick than a broken nose at present...