Would anyone care to speculate on the possible cause of delay to the BFS release? I can't understand how this key milestone can be missed by 2 months, there has to be something large at play.
Is it possible that Daelim and LCK have the BFS finalised and are working on that 500Mtpa Offtake deal for a dual announcement? As Daelim has overseen the development of the BFS, perhaps they now want a bigger piece of the pie?
One thing is for sure, I am very excited for the BFS to drop...NPV should be through the roof given the market conditions surrounding Urea right now. I'm sure it will ruffle some big playa feathers.
BFS
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