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My take on this, for what it's worth:Process worksPlant works,...

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    My take on this, for what it's worth:

    Process works
    Plant works, subject to modest capex spend
    Alcoa well in the frame
    Bleeding stopped re: office admin costs
    We'll have to endure further delays before we get into the landfill
    US expansion still on the agenda
    Now run by a tight ship
    Potential dispute with FR over tech but likely MHM will own outright with minimal further dilution
    Plenty of cash for the moment - will need a raise for US but this is no surprise
    All up, not a bad outcome and appears much better foundation for moving forward
    All IMO
 
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