There is no current estimate other than HC member speculation....

There is no current estimate other than HC member speculation.
IMO TNG management are excited by the new numbers.
They seem to have alluded to this in recent communications.

IMO it is generally accepted the original DFS was conservative and built for purpose.
Now with extra detail over the past 2+ years what is an exciting number?

Is a $6B NPV exciting?
As a figure on its own for a proposed mine - absolutely
As a quantum from $ 4.9B it represents a 20% uplift - maybe not.

Is a 40% lift exciting (circa $7B)? I think yes.

I'll take any uplift because I expect it to mean the CAPEX and OPEX numbers are reduced.

GLTAH