Let's see if my reconstruction is correct. (I'm doing this from memory so happy to be corrected.)
Post PFS a DFS is flagged for release in Q4, 2020.
The DFS is delayed to Q1, 2021 to include concrete -
then delayed to Q2, 2021 because concrete trials have been prolonged.
17 March, there is an NR announcing plant reconfiguration and separation into separate PFS of the concrete rheology product and coatings & polymers application (although back then it was referred to as "high end paint and coatings").
Yesterday we got the NR on ‘Great White PRM’. Boom!
This statement hints at a further delay in the DFS:
"Production of Great White PRM material will be broadly the same as for the manufacture of Great White CRM, with some adjustments required to be made to the mining schedule and the processing plant design and operation, in addition to consideration of the shipping and transportation requirements necessary to accommodate the delivery of 25kg bags of Great White PRM product in containers compared to break bulk filter cake for Great White CRM."
But it seems we should expect the DFS in the next 2-3 weeks as nothing was said.
Getting back to the rabbit James Marsh pulled out of the hat yesterday, is there another rabbit in the hat in the form of the concrete rheology product?
See here from 8 minutes. Is James dropping a hint? Perhaps I'm getting ahead of myself again!
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