I'm less concerned with capex as everyone is in the same boat there , i did think we could do the bankable model with the info we already have ? And watching every presso Ian does, he can't sound any more confident and keeps reiterating the fact we will be the next major producer, which i dont doubt for a minute. Looking at both pressos and how remarkably similar they have gotten as far as quoted numbers, the bankable model is what we need to really black and white prove how far ahead we are numbers wise, and get our m/cap up to a reasonable level. The fanciful value of the Fe/Ti byproduct next door vs the Ilmenite we will produce early is what will separate actuals costs and the much earlier paypack of whatever debt we end up with.
IMO we are in the right place here, about to be the right time. Looking forward to the next couple of months
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