Hey Jopie,
Certainly a challenging time for NVA, with a disappointing movement in the MRE versus expectations. However, I'm curious why you feel Production is less likely following the update?
From my perspective, the scale of the operation in early years is a question mark, but the strategy hasn't necessarily changed. It will be critical to see the vision of the SS2, and of course the key metrics of NPV, IRR and NPAT. I'm not impressed at the recent comms mistep (once again), but my comfort in this investment is otherwise unchanged. Bring on the studies.
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