agree Red. A part of me was really peeved about the delay. I had become used to the idea of an early Christmas present. But when you challenge the logic of a delay I think management is doing the right thing.
The other point that Ian also reminded me is that delaying the strategic partner doesn't significantly delay the process of getting to mining. There is a lot of work they will carry on with around planning and permits, and it's really only detailed engineering of a final solution that is on hold - work that couldn't go ahead without understanding the MSP / Sulphate trade-offs anyway. Given the historical work done on this project and the likelihood that our strategic partner will have very strong capabilities in this space, I'd expect the detailed design and engineering to come together quickly.
Hopefully the US/China trade spat is resolved early in 2019, LME updates it's processes to account for battery grade pricing and squeeze unethical cobalt, and the conversation with strategic partner is on a better footing
Pertinent market/industry news/articles, page-955
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