I think its simply the current construction and commissioning...

I think its simply the current construction and commissioning costs of building a new plant at Kal East have blown out to the degree they needed to look at alternatives. Accessing skilled construction labour and materials is at chronic levels.

This change in strategy will IMO have us earlier cashflow that we would have had sticking with the old strategy, toll treat Myhree this year and fire up Coyote next year, use that combined cashflow to double down on exploration at Tanami and Paulsens and build the Kal East plant as constructions pressures ease.

Sounds very logical and good decision making to me from the board and mgnt.