Ann: TECH Project Feasibility Study, page-302

What a day; exhausted from reading the threads on a red-day in the battery minerals space and recovering from a Guns'n'Roses concert!
Played out like some sort of Nipple/CAPEX-gate

Big thanks to @Shaq_01, @piwi33, @samstunning and others for some balance to the incoming barbs, with a Walking Dead like episode with relentless parade of non-holders/posters appearing out of the woodwork with their 20/20 smugness or worse.

Pretty honest (probably overly so @NoLeafClover noted) study now I've read the 38 pages, with the real-time MD's comment not gilding the lily or crying over the COVID/inflation timing, as '...represent a moment in time' before a straight back to work ethic shows the no-nonsense approach of the QPM team.

Silly comments such as AUD-USD being unrealistic shot down with 10 seconds of google-work, currently within 3c/<5% of the mark in a COVID bear market.
Lots of potential upside with HPA parked, in the ongoing work with ongoing value-add engineering across the board and a re-set on AFS numbers before FID with costs dropping off their peaks.

No talk whatsoever of the other export agencies and commercial banks who have provided formal expressions of interest!

Little acknowledgement of lowest quartile operating costs for Nickel, post-co product credits and the other side of the ledger with EBITDA of $500M.

The Treasurer's opinion piece posted by @trta shows those at the highest level of government are intensely aware of what critical minerals and the clean energy transition mean for the country.
When Iluka get over 1B, potentially more onshore encouragement incoming.

Looking forward to hear from management perhaps in some interviews to explain & counter the negative sentiment.
Holding strong!