Some good research, as usual Bazza. Thanks.
A couple of queries for you or others:
1. Where do you get the impression from the ABC article that DSO is off the table for now? Weren't some people convinced that phosphate prices were higher than the Morocco Benchmark in NE Asia?
2. I read the document above that NT is extending the railways west AND building a loadout facility for the AEV and other mobs mines. Wonarah project is east of Tennant Creek. One of my concerns was whether there was enough spare capacity at any of the Tennant Creek sidings for AEV. This loadout facility solves this at zero cost to AEV.
NT Government seems bullish on AEV. Just need BC to get some BOAs. I am still of the belief DSO, if profitable, will build value and cash flows to support Yellow Phosphate and the LFP facility.
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Some good research, as usual Bazza. Thanks. A couple of queries...
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