They may have dropped by the NAIF office and left a business...

They may have dropped by the NAIF office and left a business card (AMN That is ) but no meaningful discussions can take place as it is mearly a guess as to what volume is in the lake, what it is going to cost to produce recovery rates etc .All this detail is in a Bankable 
Feasability Study.

If they knew and they had the data then a Hydrogeologist
would sign off on a reserve .
My understanding is that NAIF is no different to any other lending institution as in risk parameters etc 
NAIF just has a better interest rate 
Inthinkneveryone could agree that the government is going to want their money back