What stands out to me and most posters is GW’s enthusiasm,...

What stands out to me and most posters is GW’s enthusiasm, drive and communication. His communication is particularly powerful – frank, timely and inspiring. The TVN vision and purpose are clear.

TVN is a terrific overhaul story, but time will tell if it develops into one of the great turn arounds.

Government support of critical minerals, early revenue and access to port land are all important, but the missing foundational piece is project economics. The disconnect between investor expectations and share price will remain until we have at least a scoping level mine to customer assessment that shows realistic capital intensity and decent return.