DVP Technical Analysis, page-2576

Yes, they backed off as they have the first 2 years of production fully developed. I've got it first hand that they have sought tenders from traders for offtake of the first two years of concentrate production and currently still in the market, closing date is imminent. So from this we can assume we are definitely producing and selling concentrates in 2025. Bill recently said that all would be revealed in plan released in May. I take that to mean funding, offtake, strategic investor, FID all tied up in a nice little Bow as he is want to say. Working backwards from early 2025, we need ~ six months or so to complete processing tweaks and ramp up, so the timing fits. I'm not sweating the current price action, as it'll move sharply when the rubber hits the road. At the moment the market feels roughly in balance. Patience for another few weeks...