I would love to know answers to these questions. I have no insider information and all my opinions are based only on publicly available sources.
I am not sure what you mean by "That would seem grossly out of synch with where EHM want to be on the production curve..." so I skip that for now unless you explain what you mean by that a bit more.
I am pretty confident Anzaplan had nothing better or close to PLP in the past talking solely about processing price. Because otherwise there would not be contract with PLP. But hard to know what Anzacplan together with EMH were closely working on in last months. There could be some breakthrough or very certain verification of some process. My very very very wild guess would be that something like that happened, because why would otherwise KC (CEO) recently said that there will be decision on method announced within month and not leave it for PFS? That is actual question. If somebody can explain reasonably I would love to hearOr I will simply wait month...
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