I'm not sure drilling news flow is offering bang for buck at the moment. Our EV has us at about $1m per MT of resource, I think the theory is better to spend the money when sentiment is better and refine what is there to be more economic. No out spending all the cash, it not paying off and then needing another cap raise which could cripple the share price if sentiment is weak. Best news we can get is strategic partners for hydroxide and/or government support until there is better price conditions.
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