I think one of the most important updates will be MoU or offtake for HPA. Anyone have an idea of at what stage HPA projects typically achieve offtake? I would have thought post DFS typically.
Also, at current prices an offtake for the hematite byproduct would imo significantly derisk the project with regards to early year revenues, giving confidence of a short payback period. This in turn would make debt funding as opposed to equity much more attractive.
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