Martin,
DFS is due any day now, as it was expected to be released by end of March. And we only calculated with numbers already announced by the comp, so that way there can't be any disappointment, just the same or even a positive surprise.
The whole thing about THR is not the DFS, this is just a milestone, it is about going into production and producing a literally "hot" REE, the one with the second highest melting point of all elements after carbon. Main use : mobile electronic devices ( ipads, phones, laptops, car batteries, combustion engines, nuclear power stations, laboraties operating with hot plasma .....
And China just limited the export, WLF will recommence a mine in England which was 70 years not economical - I hope you get the point.
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