I don't doubt that the project can be financed, it's simply for what cost?
Yes, will definitely help if the plant is 100ktpa. Only a matter of time before more off takes drop anyway.
I see HRM as a slow boat. Would like to see some local trials where it's use as a rheology modifier could be demonstrated - ie shotcrete in underground mines. Interesting that Chris Bowen at the national Labour conference is talking (always talking) of protecting the local cement/concrete industry from overseas cheap carbon intense imports as the squeeze is put on local production to reduce emissions.
Happy to wait longer for the uDFS. Slowly the pieces in the jigsaw will get slotted in. Should be a picture in the end for patient long term holders taking small bets in the speculative end of the stockmarket.
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