My guess....
Previous team had a great idea - the tech and that seems to work fine - BUT they couldn't run a cake stall and mislead us right up the garden path to hide the fact. Talk about misrepresenting the situation - we have been lied to.
New team will fix it - thankfully it is fixable and isn't going to cost too much to do so. Had nightmares that the external engineers would report its not going to work.
New team is going to make FR pay for his mismanagement - handing over rights and by the sounds seeking remedy etc Probably in no hurry to get to landfill if there is a chance we can have 100% of it instead of 60%. Will be interested to see where profit target ends up. If Al80 has to be all but given away and salt revenue is delayed by using ponds I can't see how they could hope to hit 8mill on 60%. Would be funny if we end up going for 8mill on 100%
AL-80 -I don't believe this part of the story threatens closed loop status at all - its benign so can be put in cement for free if need be and doesn't make us that much money anyway. Doesn't sound like that's likely tho - seems a market for it out there with quality control needing to be sorted only.
Appreciate greatly the new matter of fact honest reporting style. Give it to us straight and likely leaving plenty of leeway so milestones are met with room for exceeding expectations going forward.
good luck all - only ST money will bail tomorrow especially linked to option conversion - not sure there is that much ST left in our registry after the SP carnage prior anyway. Just going to sit this next few months out and see what the new team can do with this story.
We have to wait - again, won't get to 1000T per week for another 3 months. Oh well been there before, will give the new team a go at hitting that milestone.
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