For good or ill & I hope I'm wrong, but TNG will now take their...

For good or ill & I hope I'm wrong, but TNG will now take their time with this company development management learning curve which they are on.

I'd hoped with a change at the top, particularly in relation to finance, It'd hurry things along as there has been a lull in the construction game for some time - first off the back of the CSG finishing up in Central Qld & Curtis, then Gorgon, Wheatstone, Inpex.
The last year would have been extremely competitive for construction bids. But that ship has sailed.

A few macro developments -
• RCR winding up takes a very competitive bidder out of the construction equation. There are many companies with their capability, but few that were as competitive & fewer still that would do the projects they would take on.
• BHP will be angling to pick up people for Sth Flank shortly
• RIO on their IO investment in Koodaideri
• Sounds like there is another large copper deposit near Roxby which BHP will develop
• Likewise with RIO & copper find near Port Hedland
• Rumor mill is rife with additional investment in CSG - either new wells or new areas to be developed (WA/NT)
• For anyone following the battery gigafactories in the pipeline - many of the commodities they will require are in Australia & I can see a big uptick in build out of Lithium, Copper, Nickel, Cobalt Manganese mines/processing facilities which will add to the labour demand

The longer TNG now take to sell this project to investors and lock in finance the more construction will cost, the harder it will be to get the 'A' team for whomever SMS partners with in Australia to construct the mine & refinery.