you beat me to it! Was about to use “provisional pole position”...

you beat me to it! Was about to use “provisional pole position” to describe it (watching F1 testing…) lol, but the numbers thrown around are 2021, think a new JV deal would be for $750M (keep in mind the revised loan told us both sides of the JV would need about $250M more each to fill the gap and it’s likely SSW couldn’t find $750M total). And assume NPV of about $1.7B USD (again the revised loan suggested at least a 40% increase in value to support the increased loan, and if you agree price assumption $25k per tonne then the NPV could be close to $1.7-2.1B mark. This would put it (a new JV deal) at $750M for about 35-45%.