I reckon it will go in this order.
1. Moblan drill results early May.
2. Moblan PFS mid May.
3. Offtake deal June.
By then, I firmly believe the hawkishness in the fed's tone will have shifted as the economic data will start reflecting what the feds are trying to do.
Mass layoffs happening in the US right now.
Although labour numbers are robust, employment gains are in the lower sector such as hospitality and retail.
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