If you wish to comfort yourself... simply review the facts and last preso's. This will highlight that nothing strategic has changed since we were over 1.5. Now we have a small delay... the pile of slag will sit there for us ready for cash in bank.
1) Council approval coming soon.
2) Full commissioning of upgrade happening soon. To start on the HUGE Alcoa pile over 160,000T sitting there ready to pick up as cash.
3) Exec heading to USA to land on the ground running- Aka SSC and Alcoa deal in US. 100% all ours and no royalties ever need to be paid.
4) Upside revenue pobable from Plant 1 IMO.
5) Upside on Plant 1 in ST- x2-3 bagger. OS expansion is a blue sky multi bagger.
Many LT holders have set accummulation at low 90s, as risk reward wise it simply too good to be true.
Cheers JAY
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