bfs, page-22

yeah agree dott, its hard to calculate what its worth

ZYL is going to have the Mbilia monkey on its back for some time, not sure the vendor is going to give up its put option which puts enormous financial stress on ZYL. If they hadnt taken on Mbilia ZYL would be in a great position.

still no real clarity around time to production either.

Management have stated all along that everything else was contingent on the BFS, so if thats true offtake, funding announcements shouldnt be too far away. If too much time passes by before there is clarity on these issues the market is only going to see it as negative.