Carrying the thoughts forward from the discussion on Theiss being used to help Pre and post DFS:
it gives me tremendous confidence that the mine will indeed go ahead. Why would Theiss commit to forwarding their personnel and resources other wise?
Look a Theiss's contracts, they work on they are all big. They don't want small crappy projects.
At present because of Li etc. Mine builders and contractors can pick and choose on projects. Look a the the SP trajectory of Lycopodium, Perenti (I hold), GR Engineering and Maca (under T/O).
I said a lot of these things before a few moths ago when the announcement was made. I'm repeating them because the opportunity has arise and people ( investors?/ speculators) seem to be flagging and it's a bit more of A pressure cooker re- Global economics and hence the Cu price.
If I turn it around (and per Point 1). Just imagine if I have clear line of sight on an investment when others are panicking. I do just what Mal has done. Look to hit it out of the park. Like a rank long hop. Of course I can't go crazy (and get bowled) but I see it as half way to a free hit of a no- ball.
(20min delay)
