Rowena rising to the occasion and looking more like a seasoned MD at every interview. She should continue to drive those talks around funding and offtakes as that is what investors respond to. Use her good ESG credentials behind the scenes to land those deals.
Good clarification around Bechtel’s contract in that the ~US$36M is in addition to the US$600M LOI from USEXIM. It looks like no issue with funding. I am banking on full preliminary funding by the HY.
It seems like an announcement around an offtake or offtakes for metals is ready to pop. We need an offtake for more raw material to ramp up towards the higher name plate.
I still get the impression they have been working hard behind the scenes with offtakes for Zirconium, Hafnium and Niobium. These are oxides we can sell direct from Dubbo and not necessarily be looking to convert into alloys or metals.
Relevant Media, page-3212
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