So thats +ve on the "Infrastructure" and "Timing" at this stage.
But "Ore Grade", "Metallurgy and Processing" and "Distribution" will be up-in-the-air until actual samples come to the surface (i.e. likely 12-24 days after the rig starts drilling based on suggestions of drilling speed).
Only suggestion up-front is on "Ore Grade" probably being lower than Lynas according to DMN's presentation slides (lower density on the comparison by their own words).
Still, if they find the right elements... I guess we'll know in a month.
DMN Price at posting:
0.5¢ Sentiment: Buy Disclosure: Held