As I've stated before , DOE-LPO engaged and ASN now adhering to the process hence the new info and changes and highlights eg:
A) green river expansion
B) Hydro power
C) water recycling
D) addition of AA+ SP rating ,(financial risk assessment)
E) Yellowcat inclusion to ETF and drilling brought forward.
Now as I've stated previously we may or may not get forward payments from Offtakers , but it matters not Offtake funding IS NOT REQUIRED FOR DOE-LPO REQUIREMENTS only that Customers are secured and that ASN has a market to sell into , this tells me as I've stated previously that there will be a CAPEX equity raise at some point Bruce will want to do this at a higher VWAP and there will be some that will want to suppress it so get ready for the roller coaster but one thing that will happen IMHO is that ASN WILL go to production.
Warmest Regards TT
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