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"but you did not explain why it is flawed" Because it isn't KLL?...

  1. 3,933 Posts.
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    "but you did not explain why it is flawed"

    Because it isn't KLL?

    The RWD version of the comparison table would suggest that on a large number of metrics, the LD project compares very favourably with all the others.

    The problem with RWD includes a failure to keep investors informed. The 100 year flood and consequent delays to the PFS and the MD fiasco are two pertinent examples.
    The confusion over the status of the study wasn't good.
    It's hard to see what will drive this forward. A surge in SOP prices isn't happening anytime soon.
    I don't think a new MD will do much until the person is seen to actually stay and do something.
    There is no resource upgrade or technical data outstanding that is likely to surprise.
    I think the PFS numbers would have to be excellent compared with the scoping study to excite the market.
    The only thing that I think will drive this is a massive indication that this project can happen and that means a substantial announcement bringing a third party on board, either off take or finance.
 
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