@dazthemiller@RobP111 - I had similar thoughts re: the...

@dazthemiller@RobP111 - I had similar thoughts re: the timeframes. Publish an Initially smaller MRE, use this to inform and progress other pre-mining processes, get mining quick and in parallel continue to update the MRE as they extend the drilling.

I think it was the LTR AGM where it was noted that a number of Financial analysts had estimated more Li supply would come online in CY 24 - 25 and this would impact the market pricing. Specific examples were given where companies originally targeting these dates to commence shipping ore would no longer meet these (some by 3+ years).

MinRes have/ had probably being mulling over this potential supply gap as well (and it's probably been a key piece of information in them acquiring their stake in DLI so quickly). If we can supply ore to their yet to be published grand plan and do it during a period of escalating price pressure, it would look like genius! And should be considerably profitable.