You're right @reganbaha. Offtake remains the key to satisfying Australian government debt CPs, and unlock additional foreign ECA debt. And I'm not talking about B/S offtake with the likes of a rare earth processor (e.g. Reetec) or a clip-the-ticket glorified uber service (e.g. Thyssenkrupp Trading) to China.
All lining up nicely. Dotting the i's and crossing the t's. Awaiting further news on MMI grant application to help fund FEED as further evidence of rock solid Australian government support for Nolans.
As a aside, I wonder if ARU came up in conversation with the leaders of Germany, the EU, Japan and US during PM ScoMo's G7 visit?
Ann: Senior debt process update, page-48
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