RE: new presentation dated September 20202 Oct 2020 11:06
Mirasol,
Do you subscribe to those particular odds for SF (circa 6:1), or do you have a different view on the potential SP for a successful operation at SF? What is your average here?
I have always been more cautious, and looking at the lower estmate from the CPR, but with the news over this year, the CPR, the off-take agreement, and now the proposed funding, I would hazard that the odds of success are perhaps more aligned with the lower estimate now (albeit with the possibility of some time slippage and additional expense).
As mentioned in my previous posting, I am only interested in SF, although, obviously am aware that any news (good or bad) elsewhere will have an impact.