I thought that was a pretty bloody good interview. It certainly answered some of the questions I had been wondering about. I did note FID was confirmed as beings next year, not sure that had been stated before but that could just be my waning memory. As for the re-rate we so desperately need: Gunvor Offtake, FEED and the Darwin Plant EIS are his short term list. Whilst I can only see the EIS supplement being submitted not approved by the AGM, assuming the other 2 items are ticked off by then I think we should be close to a 20c SP by Nov 30. Also of great interest was he said he didn’t think we would need all of the $600 million USD from KFW. Further capex reductions achieved by SMS during the FEED or potentially a larger NAIF contribution? Either way good news. Whilst I don’t think we’re quite at the pointy end, the stick is narrowing nicely. Good luck to all of the (as Kerry said...) patient shareholders!
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