I can't see re-starting the BW plant to run at 20% capacity even...

I can't see re-starting the BW plant to run at 20% capacity even to be considered by MKO and can't see why they would stump up the cost of plant works to restart to toll treat unless there is a combined feedstock to run the plant at close to capacity for at least a few years.

Current Julius announcement says they are looking to mine in the short term but I don't see where.

BLK plant has feedstock to run at capacity for almost 10 years. They may have some capacity once ready to process sulphides in around YR3 but will most likely have additional soft ores of their own to process by then.

By all accounts on HC NST is also running at capacity.

If EAR have a viable short term toll treating option - why not tell us what it is?

For the record I hold MKO but not EAR but have been watching with keen interest.

Cheers,

Barry