I have mentioned it before., im gutted by the share price and...

I have mentioned it before., im gutted by the share price and circumstances around the CR raise along with few other things that i have mentioned prior. If wr1 had raised at 1.40 with a 1.5x delta, and 38% cash back as credit no one be concerned. Thats a near 2.90 equivalent raise for dilution, and i believe that was the intent when FTF was committed to.

Imo wr1 will roll the option at renard until feb 2025, engineer the crap out of renard so it can handle >3mt, the 5mpta take advantage of the oems and futiure converters for North America who require concentrate for conversion facilities.

Realty is quite simple imo, brownfield is way more appealing than any greenfield. I see RIO stepping in once studies are complete and taking a piece of wr1. Pmt may be an attractive play but if anyone seriously think they producing prior to 2030 you need your head examined.