I think the most telling sign is the consensus for once that this is a 'generally good' update. In what has been a very divisive forum, all seem to have found some positive from it. Still some questions and ambiguity I acknowledge. My comments:
1). I like the feedback on the reserve generator, I was wondering where that had got to ($5m saving if they can eliminate) which sounds unlikely but maybe reducing in size.
2). I think this is a very positive outcome when now going back to funders delivering the progression in steps taken to improve metrics over many fronts which up until now had just been teasers.
3). The 'spot' price depiction is clever. Will draw in some of the believers around commodity trajectory. Will mean little to financiers I appreciate
Come on Simon, surprise us again within weeks with offtakes...
Good luck to all, hoping this is the start of announcing before the due date (I can only hope).
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