DFO is now a real possibility, page-7

Agree, even without modifying the Lake Johnston plant for HLS/DMS and just going with the existing Flotation circuit they should be able to make a product higher in concentration than straight DSO. Flotation alone should give about a 70% recovery rate. It might cost a little more to produce without HLS/DMS, but if the market is willing to buy DSO, then it will obviously take any product it can get.

It is quite possible that they will start up the POS plant as it is and produce a concentrate in parallel whilst undertaking plant mods to optimise the processing circuit to lower operating cost, increase output and improve recovery rates. The option as we know can be exercised in Aug 2017. Let's start digging that starter pit!!