There weren't many people present, Mike, Rod, Colin, Dan, Bianca...

There weren't many people present, Mike, Rod, Colin, Dan, Bianca and maybe 8-10 others including the auditor.
No presentation was given because the numbers (flows etc) are evolving. Just the chairmans speech, voting and questions.
Definitely felt like the company has done ALOT more than the presentations/announcements might suggest. Also felt like the company was highly focused and that they were "over the hump" with respect to the work required for the FS.
It was noted they have spent over a mil on the enviro study so far.
On site conditions have definitely been challenging but as Rod pointed out, LD hasn't got the problems that Onslow salt has (cyclones). 100-200mm rain events have probably been more disruptive to previous exploration than they would be to future operations when up and running.
I have been to a couple other AGMs. I didn't go last year. Previously the talk was bullish (as one would expect) but this time it was clear that there is more to this project than just "pumping a bit of brine into a pond".
There is clearly a lot of work to do but I think that the management team can pull this off. I think the track upgrade is doable. I think the trenches, ponds and pumping are doable. I got the impression that the processing might take some tweaking to get it spot on. Rod pointed out that some operations have had years to perfect things.
In a nutshell, these guys appear to know what they are doing.
Lots of stuff to tick off to get the environmental study out the way. But I think the basics of building a track, digging the trenches, ponds and filling the ponds is definitely achievable.
The impression I got was that the processing was as much an art as a science and I would not be surprised if the plant was built and there were some teething problems.
I think we will see a FS that will improve upon the scoping study. And with the FS we might just see some interest from a third party.