Ann: Investor Presentation - Brisbane Minerals Metals Conference, page-129

Not disagreeing with you.

ALL IMO

However, suggest that all the relationships on CC e.g. Newcastle UNI, Indian Navy etc there was little choice of where to build the pilot plant. Last I caught up with JM it was clear there are some parts of this process beyond his control. i.e. effects timing. I think JM has a right to be pee'd off.

IMO CC is not going to have an impact on the SP until next calendar year
As for revenue from CC that might be 2 years or more away

I expect the DFS to be appropriately boring to launch the business.
I expect a negative reaction because too many have been projecting what they expect should be in it and are likely to be disappointed.

The addition of HRM (cement additive) business in coming months is what I expect to push the SP.

GLTAH