FUD rules in an information vacuum, especially when people are prone to ignorance & nerves.
I don't like being a "management needs to X" guy unless it involves telling Geelong to get a new coach.
We had an update recently which painted a nice general picture, but what we need (soon) is very specific information to fill in the blanks and knock the haters out of the park.
- POSCO cash officially arrives (The delay should be a relatively minor point, but it has been beaten up into a big deal. Show me the money.)
- SDV offtake deal (This will be bigger than Ben-Hur.)
- Results from the JB feasibility study for integrated upstream and downstream operations
- Results from Mt Cattlin yield optimisation commissioning (targetting improved recoveries of 70-75%)
Confirmation of the POSCO cash should be done ASAP.
It would be fantastic for the other three to be announced on the same day (but only if reasonable)->
1. Trading halt.
2. Press conference. BANG, BANG, but wait there's more - BANG!
Then give it a little while to percolate, then lift the trading halt.
Maybe the timelines won't allow it. Anyway, GLTOLTH.
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