The point you may be missing, is that the debt funding is complete. Are you aware we have already been funded on the debt side? So were is this negotiation relevant?
Therefore, this debt funding offered by the US has no relevance to our project, but as you rightfully pointed out, it does to other unrelated Li-projects or like. Further, the Loneer deal is nothing to do with ARU - this is drawing a long bow. Also with regard to the KEXIM deal, are you aware it is of the total of the $1.2B is only $75M?
Maybe I'm stepping into something here, and you are just cross promoting the LONEER project, and if that is you intention. You did well - Considered PROMOTED.
We have the debt funding in place, and were told the equity is sitting there awaiting completion. This negotiation in the AFR although favourable for new projects, supports incoming RE suppliers, so if we are being genuinely honest, it is negative as it helps our 'to be' competition.
Otherwise; Are you suggesting, that we could rewind all this progress of the last 3 years, and go back to the drawing board with this US/AUS loans? What a horrible thought.
(20min delay)