Running discussion on SP, page-45270

Management is killing it in Q2:
- Downgraded 7Mt from Measured to Indicated
- Have a Draft SEZ
- Finally lodged the ESIA / ML, be it overdue
- Talked up the Tin resource potential (if only they had cash, people, equipment & a plan to bring it to fruition)
- Was hoping to have the HEPP awarded / executed (now delayed)
- Doing further Met work on PLS, because the January Met Work didn't cut the mustard

From my discussion with Nigel earlier this year, the $7,355 price for PLS used in the DFS appears over optimistic and no buyers are prepared to pay halfway between a SC6 & Hydroxide, I expect this to drop back to ~$5,500 in the updated DFS / BFS. Poses a question of whether it is even worth spending the capital on a PLS plant if the end price isn't as attractive as AVZ had hoped.