So I attended the DFS and was impressed with Les. no bullsh!t, didn't beat around the bush and was open and honest with where we are at. Key points from the webinar were:
1) DFS imminent
2) Cap raise off the table which is a good thing
3) Very strong hints without saying it outright that a JV is on the cards and companies are talking to them not the other way around
4) Carr Boyd still priority and CSIRO report favourable
5) potentially looking at debt finance once DFS has been completed to fund Carr Boyd rather than cap raising.
Over all a great presentation.
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