their projected timings showed they plan to select offtake partners within a few monthsof the SS being released. For me it all depends on the SS, if it looks good and the share price hasn’t gotten ahead of itself I’ll keep holding. In this market it won’t take anything exceptional to convince a good partner or two to come onboard.
If the SS doesn’t point towards great economics I’ll move on, but I think we should be alright. It will be interesting to see what they suggest capex and AISC will be with how expensive things are at the moment.
ESS Price at posting:
46.8¢ Sentiment: Buy Disclosure: Held
