Hi all. It seems to me this pending announcement could clear a...

Hi all. It seems to me this pending announcement could clear a lot of the foul air. 

One view of the last year is that TNG have made huge progress on DD with cornerstone financiers. All the refinements, optimizations and TIVAN breakthroughs coupled with EPC advancements and " off take" developments suggest that the detail was available for presentation. This level of detail would clearly be required for finance DD. ( good luck to the other V wanna bees who think they will be constructing in the next two years). On top of that we've had the V market go bonkers with every indication that it's not a spike but sustainable medium term. In fact I wouldn't be surprised if projected V returns now outstrip Titanium pigment returns.

The hold up and core frustrations have been consents, permits and licensing. They now seem to be in control with only timeline questions over the refinery consents. 

If this announcement is quality and gives some clear assurances that a finance package is advanced then doubt must get replaced with confidence. The market could respond accordingly. 

Not going to predict anything and my optimism has been shaken in recent past but it takes a MD with ginormous balls to ride out the criticisms leveled at him over the last few months without flinching. It would have given him  comfort and confidence if he had an ace up his sleeve.  I wonder if he has. Cant wait for reveal.