He had me up until "complex and challenging' road ahead
Nothing specific re funding (not surprisingly) and whilst encouraging that the final DFS steps seemed to just be choosing between options, not sure why that will still take the rest of the year.
The green steel move and premiums are the only reason this is getting off the ground. Reality might be that it is beneficial to let the story play out a little more and macro improve.
Boxes being ticked.
Have been topping up (genius/muppet outcomes both still very much in play)
Still plenty of unknowns (funding/CR etc)
Waiting game continues.
GLTAH
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