Guild,
just to pick up on a point you made:
"I understand from what RS said this evening that there is some commercial confidentiality surrounding the details of the agreement and this extends to cover aspects of which agreed NPV calculations will finally be used (what we've seen today might be more a guide)"
The presentation re: the DFS clearly states on p.7 that the NPV to be used is the one stated on in the DFS.
I have no doubt that ORE and TT both know what their exact commitments are regarding funding. This is a significant detail.
It just hasn't clearly, in my opinion, been communicated to the market. I will do a little more digging and see what I come up with.
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