Whoever has seen Bob today will understand this. I was there and he did restore my confidence and got me excited about Andromeda again.
But, the SP rise he will drive, will be slow and steady because the guy has a laser like vision of how to make the most out of the resources - and constraints you have, accept them and then optimise the outcome around them.
I asked him why our mc is now what it was 4 years ago when there is now so much more certainty and information available. He said: Because we are boring but he has No Doubt we will achieve DFS value.
I am happy with that path. Better than hyping carbon capture at $20/t and then it turns out the demo plant is worth nothing more than scrap metal. Glad a head rolled over this to set a signal for everybody at ADN.
Ann: Strategic Alliance Agreement with Hallett Group, page-62
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