Agreed at these prices. While the demo plant FID is still planned for Q4 the current SP is at a level of low confidence that the JV is proceeding. Active recruitment for a lead engineer and drafting of a JV agreement tells a different story.
The shorter will be a wee bit worried this morning as the SP would climb to 30c (30%) if all shorts were to be covered.
Ann: Quarterly Activities Report, page-4
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