Crux investors video

another enlightening video with Tim.
sounds like we are arguing over 2-5% on royalties. But possibly other issues such as what deal rio get etc.
JV partner allows sale of more product and ramp up of Toliara by securing the bulk of the off take with someone who has skin in the game.
confident that the Kenyan mining cadastre will be opening up again in the coming weeks and that they can get prospecting licenses happening and extend Kwale.
North dune sounds like it will have have the eye teeth picked out of it and give us 6months to 2 years extension.