general discussion, page-2170

Thanks for the link. It was an interesting listen. Having offtake agreements in place will help. Societe Generale pulling together the finances, and Bechtel doing the BFS gives me some comfort. A $200M plant and I am perplexed that the Government is so unhelpful with this ground breaking technology.

The only part that worries me is that LMG is handling the JORC, and he announced BFS and JORC to be completed by end of year for build start January 2025. Based on past performance I just don't have confidence in that start date especially if LMG is handling the JORC and Government approvals. I would have thought by now he would have added in at least a 6 month buffer and if it starts early, that's a bonus.