Ann: Competitive ECI Process Underway for Siviour Project, page-61

The off takes, graphite prices and timelines all go hand in hand. RNU moves like a tortoise, but no point moving fast into the wrong conditions. This all takes time and their slowness looks like they'll luck into ideal conditions with a lot of government support.

Opportunity cost being stuck here so long sucks, RNU has given two opportunities to take profit here that I recall - and I'm learning to always take profit, because no matter how great things look at this end of the market a swift kick between the legs always seems to be about to hit with speccies.

edit @sentinel1221, couldn't quote you