Well if that's the case and NF had received indications on this...

Well if that's the case and NF had received indications on this front then wouldn't they be looking to supply the OFS? - the original DFS is what the ML process is going off. If technical approval isn't going to be given on a 4.5 mtpa plant then the current ML submission is no longer valid.

I hope you're wrong on this - as the proposed expansion to 10mpta is at scoping study level not DFS level as far as I'm aware, and thus probably couldn't yet underpin a ML review?

I think it's just taking a while and NF is going with current plan - get ML on 4.5mpta then release BFS, hopefully including a 10mpta expansion scenario SS, and further detailing that out while getting the initial works going.