Appreciate you connecting me to this. To remind anyone:
This is stellar piece of research, I did see this, just didn't connect the dots to my question. Even assuming that AVZ gets a 20Mtpa feed online at 1.5%, we are going to need another 30 odd projects around the 5mtpa level. Which is even more nuts considering PLS (arguably one of the next Tier 1s of the rank) is only hitting 2Mtpa.