I emailed yesterday and got a couple of replies the same day. Similar questions and answers about water.
Commercial production to be declared Q1 23 - we'll get a mine plan there so have a better idea how we're tracking and what we're looking at.
Tax shouldn't be an issue for next year with tax losses I think it was $40m, more now with construction.
$54m of Blue Spec CAPEX that I assume will be deferred until at least FY24. Maybe Macquarie will be happy to move to 5 years of payments to allow Blue Spec to be built?
I assume it's 18 months to get Blue Spec west to get permitted minimum, if there are more positive results Blue Spec East OP may allow earlier cashflow to support construction and ease that process, otherwise we're really looking for some grade improvement to lift production. We should get some indication of expectations with the mine plan when commercial production is declared.
Biggest risk is staffing, otherwise this should be the bottom.
I emailed yesterday and got a couple of replies the same day....
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