Final post woohoo!
Good luck with TGN - plenty of cash in the bank which is definitely a positive but at a $250 million market cap (after the recent 50% drop in SP) there is still plenty of room to move down if there are delays. At a $6 million MC with a world class deposit next to infrastructure (plus some prospective lithium ground) I'd punt on SEI over TGN anyday of the week old boy!!