Guys, let's not degrade this high quality forum into childish bickering about what James should be doing and what not - as long as he is delivering on his promises. To date, there is no evidence that he won't. Until then, I won't criticise him.
ADN is in a very enviable position that they do NOT need to rush a BOA/OT because it does not affect the start date of mining. It is determined by when the licence is granted. ADN also does not have to worry about cash.
It allows ADN to carefully assess the many balls in the air from DSO, dry/wet processing, porcelain market, cement addition, NNT, JV with MEP etc vs capital requirements vs O&M cost vs product cost vs margin vs financing options (from OT, loan, cornerstone investment and anything in between).
Let the coy, as they have done to date, get on with systematically working through all of these issues to develop a strategic plan that is in the best interest of all us LT SH.
And now someone is about to ask for more news flow? Seriously?
General comments/chat, page-15560
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