General Discussion Topics, page-127438

Well if i could click my fingers and have it overnight, naturally it would be Moblan.
Funnily enough i was actually thinking about this last weekend.
We are currently drilling at NAL and we are likely around 30,000m through a 60,000m drilling program - but that would increase input grade resulting in lower cost production. But at the moment, the current offtake with PLL really trumps us as far as increasing production, because anything over 226kt is split 50/50...
Moblan on the other hand - if an offtaker was found next year, then depending on the deal and how SOQUEM is built into the deal, then we could potentially begin constructing a concentrator/refinery soon after.
NAL i am confident will turn profit soon.. so based on that... I'd definitely have to go with Moblan. Not only that, then we would finally see its value reflected in our MC. With the appropriate funding, Vertically Integrated Moblan could be at market sooner than one would expect.