Great to see we have stitched up Port Access for the majority of planned production. Depending on how fast we are going to ramp up to full production (will be outlined in BFS) we should have several years to find port access for the remaining 3mtpa without loss of revenue.
This has certainly de-risked the project substantially.
I suspect CN rail agreements wouldnt be far away as Port & Rail are somewhat contingent upon each other, no use having one without the other. A tick in this box again substantially reduces risk and should provide grounds for another rerating of the sp.
Planets are certainly aligning.
All IMHO only
Good luck to holders.
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