Met one of the crew at IMARC 2018 last week. Basically if everything goes according to plan, first ore ships mid 2020. They are just waiting on the EPA approval due in December.
FYI, latest top 20 updated on their website. Seems like JP Morgan was the net buyer during the rally to 0.245. Nitschke (ex MD) sold 200K, but still have over 2M left.
Ann: Sulphur Springs DFS Results and Reserve Upgrade, page-70
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