Hi Martin, a well thought out post and I do largely agree. Without wanting to cross reference, I hold TNG that is going through similiar issues. However, lt I see TNG and THR as great companies. Where I differ with your analysis is once we have a dfs, offtakes will come (in the very near term). A DFS is one thing, foreign investment is another, offtake will be a major kicker. When all three are in play you have a company worth holding on to.
PG
P.S Foreign investment may well lead to exploration and development of more than one project :)
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