Hey mate - Just a small comment - the 2.9 in May/June is party via the public road (1.3MT) and partly via Pvt Road (1.6). MSIP 200M contingent payment is only triggered if the haulage on Private road achieves 35mtpa run rate in a quarter. But with so much detail shared in quarterly and site visit upcoming I am optimistic good things are coming. Price of Iron ore is solid and if they can realise A$132 per tonne its worth supplementing ore shipments via public road going forward if there is capacity in Upstream and Port operations. This project could easily pump out 40mtpa without spending a dime on anything.
Great things happening in lithium too - the cost cutting is starting to impact the cash costs plus Mt Marion hitting 200K and MinRes quietly but consistently chipping away that strip off the mountain top to expose the high grade ore that will feed 3 trains easy. Wodgina is a great asset as we have not seen the best of it yet! Its coming!! That's why its valued at $2.2B
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