The big question.....financing, page-29

I can't ever see a merger happening. Maybe some kind of MOU with the gas pipeline. It will be difficult to achieve joint funding from the get go - as that would require identical timelines to production - unlikely. Some kind of agreement for rental or repay some of the capex to the first mover might eventuate. I wouldn't expect anything along those lines until well into the DFS, or probably after so the consultants can really look at the requirements of the respective projects and the respective managements can then look at cooperation to  bring down the capex requirements. Then there's  the cost of gas thanks to poor gov policy...

Mastermines had some interesting comments regarding the end users over the weekend -  not many of us could name a few unlike say the lithium industry.  So that is going to be a potential issue I think.
 
If only we had a Federal Gov with an actual working industry policy. Our super funds have the capital and a need of good returns. We have the resources to develop but need capital. You would think a village idiot in Gov could arrange for the two to meet somewhere to get primary and secondary processing industries up and running. A gov guarantee to our industry super funds based on bankable studies - wouldn't even cost the gov money. All Australian owned. All Australian financed at say 10%. Australian jobs, Australian taxes being paid. Unfortunately we haven't had governments up to it.

I can't see the ALP doing industry policy much better. I'm voting Sustainable Australia in the Senate. They're sensible and believe in industry policy rather than  the LNP and ALP "pack more migrants in to boost the economic figures' approach.

Big number of bags to be had here if things go to plan. Well worth an investment from my perspective. I don't have my house on it, but I'll have a good chunk of house paid off if things work out the way future demand seems to show they have to.