In the time frame required for Coburn to recap for a non-sales...

In the time frame required for Coburn to recap for a non-sales period to ramp up the MSP and start receiving premium product prices, zero unfortunately. SFX is ramping up new supply from TB, Tronox is ramping up supply from African mine expansions to counter lower grades, ILU is managing the zircon price as swing producer by holding back supply, at least some global slowdown needs to happen to support inflation inflation reduction and rate cuts...imo.

The standstill with creditors ends 30 Jun'24, though with possible FIRB delay to Shenghe $43M payment on Tanz deal a full, "holistic recapitalisation" of the company might get delayed into the Sep Qtr...

That $43M cash is worth approx 3c per STA share. No point claiming victory or defeat until creditors conclude whatever recap deal they have in mind. If that leaves shareholders way worse off, then the recriminations and told you so's can begin in earnest...

GLTAH