nkp update and announcement interpretations, page-18

Yes wayne, I'm refering to the JV which IMO will quickly follow the DFS. As Rogo's posted letter from PL has pointed out a settlement with Anglo is not necessary for the JV.
IMO the DRA will meet the May deadline (they have skin in this also) and there will be a TH while JV negotiations continue.
I'm surprised PL has come up with another time frame of 1-3 months, but I do believe he will be right this time! In fact IMO the 3 months is a conservative safeguard as both Genorah and Nkwe want this to proceed ASAP, and potential JV partners are genuinely waiting and presently looking at drafts of the DFS.
Estimates of what the JV is worth to Genorah/Nkwe?
I don't like to quote a figure but I've heard expectations range between US$500 to US$600M.