Alright peeps,
If you've been anything like me this week you've been too busy watching your green portfolio and massive volumes passing through on the back of the magnificent Sumitomo announcement to even consider what questions to ask G on Friday.
Well, I've been like that most of the week but today started looking ahead to Friday, so I'll have a go at kicking off the questions that I emailed through about half an hour ago.
Realising that not too much can be said about the Strategic Alliance (SA), my line of questioning simply revolves around the PFS and pathway for F. Simple as that. I see those boxes being ticked as enough to provide a clear pathway for the SA to advance, and to keep the market happy to continue the re-rate. That also leaves any Sandover finds and longer term Speewah V as bonus upside that can be explored once F is commercialised.
With that approach in mind, here are my questions:
1. What is the revised timeframe for PFS to be released?
2. What is the timeframe for incorporating any Upgrades to the Resource Estimate for F (per announcement on 22 April 2024) into an updated PFS?
3. What is the current timeframe to first shipment? Has this altered from late CY 2026? (per the Online Briefing Session for F Project in Feb 2024).
4. What is the environmental status for the F project? (I don’t recall anything previously mentioned around this and am very mindful of how long these environment boxes can take to be completed and approved by authorities. Apologies if I have missed any environmental updates).
5. Are there any other hurdles likely to impact on the timeframes as outlined per point 3 above.
Over to the floor.
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