How it occurs is not the issue at this SP, imo. IF and imo WHEN it occurs the price will be significantly north of here regardless of the dilution.
Pushed back another quarter I see, but regardless, this is down to the pointy end. Noble is going to be the blessing SDL needed and the governments require to back the deal. There will be some itchy fingers now, imo tro secure some of that supply given that Noble has said: what the heck we'll take the lot if nobody wants it! Mind you that do now have some substantial vested interest.
Very happy to see the first off-take agreement nonetheless. Just seems very significant to me having followed the story for seven years.
Good luck holders.
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