Ann: Half Year Accounts, page-11

"He should not have changed the estimate for the DFS from Q2."

He didn't - it is just case 2 and case 3 of the scoping study not the DFS expected by end of the month. IMO.

Jazz101 - "These studies" (the 5mtpa and 10mtpa) not "All studies".

Charterist - "Would suggest that transport study would come prior to the SS? "

This announcement hasn't changed the timeline iaid out in the January Presentation, in my opinion, its just that a DFS is likely to require more details on transport than a scoping study.

Consider the statement in the current announcement "AVZ anticipates potential further transport-related cost savings through negotiating volume discounts with transport providers and assessing in more detail other available transport routes and methods". (My bolding).