Probably one of the most important quarterlies coming up with only 2 months left before Syr go beyond the H2 guidance for the Vidalia FID decision.
For mine I think Verner and Co will need to give very clear unambiguous messages to the market on where they are at. The time for ducking, dodging and vagueness is gone. My wishlist for the report and call includes:
-Will the Vidalia FID timeline be met. If not, why not and when.
-Balama update with shipping issues hopefully better and forward orders/product output increasing. Also further guidance on unit costs...are they cashflow positive?
-Would be good to hear about any R&D projects they may have in the AAM space. Plenty of other companies have those tie ins. Does Syr?
-Update on vanadium side of things.
Anything else other punters are looking for??
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