Significance is less about commercialisation outside the project and more about enhancing the pfs
clear as day we will see lower opex and hiher revenue driven by more payables... i.e. better margins, better IRR yadayada
good to see confirmation on report timing
and also clear link to strategic partner process which aims to conclude 2nd half 2023
for punters playing along at home remember deal structure aims to mirror what heron did with Vale... ergo minimal dilution despite massive capex. Deal will be structured around project value not market cap of arl
they pull this off, we are a $3-5 stock no problem has always been my thesis
Bought another $30k this week
gltah
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