Pretty good presentation. Have heard most of it before so nothing much new other than the now strong working relationship with NT and Australian Govt agencies and the backtracking of previous comments re expected Capex being lower than the revised PFS. A few references for the need of Value Engineering to get the Capex down to a manageable level. That being said, with expected vanadium price disruption to the upside, it may still be a "very" viable project. Hurry up TNG!
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- Ann: TNG Presentation, RRS Conference 2022
Pretty good presentation. Have heard most of it before so...
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