Agree with all of that. We can bring the $$ needed for capex on a near-term shovel ready project - and organise an offtake with GF who would trust Simon & team to get it done on time and budget, no need for GF to be involved in the project directly. Having said that the existing management of the new project would want to be fairly flexible in bringing onboard our team likely to put them all out of a job. That would be the hardest bit of that strategy IMO from our end. Us coming aboard might align strongly with SH interest on a new project (our team's expertise and ability to get a GF offtake sorted), but their management's....?
What is that monster project in Canada? Do they need capex and an offtake? W something or rather...
Alternatively there may be projects about we can buy outright. I have no idea on whether Buldina is a good deposit or not, but with LTR needing money for their primary project atm, we could buy that, then JV with GF who provide the capex...might be a few similar situations about IDK.
(20min delay)