Omega Man - Nick says,
"We expect feed to kiln in August, subject to the issuance of the tol.
Shortly!!!
Captain Goodvybes - did you not hear the Tracy interview - having spoken to NC directly, she stated that following green light, first feed would be "very, very soon"
as I said at the time, this has direct implications for the ore being available much sooner than anyone expects and Nick has just confirmed this is true - at the outside, we get TOL tomorrow 1/8 and first feed is 31/8. Outside interpretation, but we will all be very surprised and find first feed takes place within days... do we really think after all this time the TOL issue is going to take Lynas by surprise?
The TOL is now a give, more than likely this week or next. There is just no way Nick can talk like this unless he knows for certain, he would not talk this way if he was still just hoping and guessing like the rest of us.
my best guess now: Shorters will burn for 8 days IMO... SP will be by end next week?
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