Looks like the processing of cores will take a few more months to get back on track, (July/ August, I'll take the later) Flash confirmed that there is a mountain to get through and that ALS (i think) opened a local office for initial processing, based on CTM's drill program, before sending to Vancouver or Peru for analysis. He gave me the opinion we werent hog tied to Vale, but i will be eager to re-listen when available, to clarify this. But, with Vale talking with US OEM's, our tight association with them may be very benficial.
From my layman POV, the nuts and bolts of the VA SS is that it appears to provide greater returns for an additional upfront CAPEX investment of c$110m, it increases yearly returns by c $90m for LOM.... IRR remains same, but I see this as a neligible point as it does Value Add the project to the tune of C$1b over LOM.. happy to be corrected here if im looking at this too simply.
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