"...LPD needs support from its shareholders, who in the main are...

"...LPD needs support from its shareholders, who in the main are expressing a disgruntled view of the company on hot copper..."
There are 14,000 shareholders, a handful of who post messages on HC. You are overstating the impact of HC @fnqricko.

When you try to understand the content of the Quarterly Report, keep the project funding history in mind: Various P1 funding options are considered by the Board, including commercial lenders, Abu Dhabi government, USDFC, other DFIs, strategic partners, customer pre-payments, etc. It seems that more than one option remains in play. Funding may come from one or more source.

The current Quarterly is not required to include a summary of statements made by LPD at the AGM (and nor should it). For all we know, some options may have been too nascent to be worthy of public comment at the time of the AGM.

I've tried my best to address your confusion, but it seems I have been ineffective. I will comment no more on this topic.