Agree. The capex financing is no.1 concern from me. So far we have RCF who I assume will get involved somehow (probably convertible notes). I hoping for an improvement of the DFS from the battery minerals option. The better our IRR & NPV looks, the less of a concern financing will be imo.
This is speculative and unlikely, but i was thinking, VMY could actually benefit from a Cameco buy-back exercise of an Alligator River tenement. They could use the $ for the Mulga Rock capex funding maybe ? Just a thought.
