Agree; this morning's announcement/presentation had me feeling a...

Agree; this morning's announcement/presentation had me feeling a little bit Groundhog Day-like.
Didn't seem to be anything new in there.

However, this afternoon the doctor's enthusiasm, clarity and a couple of off the cuff remark had me with a Bill Burray twinkle in the eye.
Cuff 1 - can't remember which local authority he mentioned, but they want all our residue/engineered landfill. Maybe expect an offtake announcement soon?
Cuff 2 - we have people asking us for gas. Noice! Steady gas income will counter any dips in electricity generation, and take up the slack until the TECH project is built and ramping up.

At the capex revision mark, I thought he might have clarified the 2.1B was with contingency. Anyhow, mentioning we'd received updated costs in the last couple of months, I almost expected a comment, but he was quite tight lipped - hopefully that was a sign to not let the slightly slimmed down cat slip out of the bag just yet.

And yes @Embista, I hear you, but as SG mentioned as a $100M company generating $60M pa next year, something's got to give.

In other news today, Edmunds released the results of their EV charging study:
https://www.edmunds.com/car-news/electric-car-charging.html
Play around with the table filters, and you'll find that the top performers in charge time and consumption efficiency are all nickel-rich chemistries
Supports SG's comments about the IEA's projections of nickel demand, even at half bullish rate.