Spot on posts Navarone,
KLL is in ramp up for another 18+ months, missing this and next season. The whole cycle needs to be sorted and set (100% ponds, processing) prior to a season starting in November. As an investor, it’s actually an easy marker to judge, missing it means a year delay each time.
I’ve always referred to this project as ‘Burke and Wills’, sufficient cash flow for the full ramp up. If they make it through this 18+ month period it will be a sign to jump back in.
it looks like the water is starting to run dry, so all the best to the continued long term holders.
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