Interesting looking back on this thread almost a year later. @mikesz post here seems to have been the most comprehensive at the time and was pretty accurate with the weaknesses i.e funding /metals market / SKI calls.
Let's hope the strengths start to deliver over the next 6 months.
I'm going to make a call that the revised BFS will be delayed with the hope that nickel / cobalt spot prices improve. There will be some new excuse picked out as to the reason for the delay, maybe the plant will need to be moved again.
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