Well done to TNG for getting something out in the timeline of August, even if it is only an update.
I'm not opposed to the mine site as location for TPF, in fact I think long term it might be good. Makes me think of this as the next Mt Isa. I was there recently and the sites and history are quite incredible. Very almost never happened! I can't imagine the refinery requires significant, fundamental design changes due to location. Inputs and outputs haven't changed except maybe the water chemistry?
What I would have liked to see here is how they are working with NTEPA and NT gov. Are they supportive of a mine site refinery? Are they no longer supportive of middle arm? No use going through sessments if we're on the nose with the NT right now.
Happy to wait for the coming weeks for the final outcome. If NT gov show public support for refinery again then this is a buy at this price. Even with 12 months additional FEED.
GL all
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