Plus PLS has 2 weeks to release the FID on P1000 + the expected drilling results to be announced to market. However I'm leaning towards P1000 disappointing on the cost side of things (capex blowout like every other project worldwide), however hopeful PLS can keep to a tight timeline (perhaps ramping by mid-2024?).
In other news at the end of the quarter, the POSCO JV will be another quarter down of construction (expected to commence ramp in Q4 CY23) + the P680 (primary rejection) is another quarter closer to being at full capacity (also in Q4 CY23).
GLTAH.
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