You beauty Spreme. Clearly this addition and previous bans...

You beauty Spreme.

Clearly this addition and previous bans demonstrates what is ahead with RE bans if China are left to manipulate and control global supply.

It would also make those ARU partners whom signed off take and provided debt feel very justifiably smart - nothing new really they held such views long term it was just about negotiating with whom and terms.
Remaining off take - equity involved are further on notice - rewrue pronounced railrail - hurry hurry.

Not that our management will be hurrying anything given they orchestrated this low sp event immediately after debt announcement. I would not anticipate any news until well after the EGM Sep 4 - they will get what they want voted and passed and will not deliver anything post EGM or it would look - well even more suspect than what we already know is lousy - so expect it when least expect but not until Oct - Nov earliest in my view - happy to be wrong of course.
They always miss the FID advised timelines - so first quarter 2025 could be the big FID ann - no probs - 2 clues = time over whatever term Darryl continues to trump and the extra cash grab - well you could add another as we have witnessed previously - another opportunity convened by management to short and accumulate by our wonderful 2 Insto's in that Dec 2022 SPP.

If basket 1 by end October which is only 10 weeks away possible?
Because basket 2 will take approx 2 months from offer to close taking us to end of December and we know what many a boards and Insto's do in December and January. A Xmas - EOY FID for retail may just not happen.

No probs - patience.