RE:RE:RE:RE:RE:RE:The Chinese Impact, Good Or Bad? I think nj is somewhat right.
realistically- they have a 12 month life line- assuming they can pull something together by then, they will have another 12 months to get a FS complete.
so potentially 24 months before we start seeing or hearing financing announcement. Assuming no one will proceed without a current FS to support project economics.
so I think someone mentioned a small pp- that sounds about right.
Well- for all the hopefuls out there that's our worst case- which if history repeats is our likely scenario. Unless the Canadian government announces financial support for ft- that would be game changing.
I think I mentioned a few posts ago- kicking the can down the line. It seems we are farther away from these 'material' announcements that the ft deck references.
I am long because things can change- but this market is not conducive to borrowing- it's restrictive. Please reference the one play COB in Australia- they are a government guaranteed project... both company and country is what ft/Canada should aim to be if they really want to show their support for critical minerals strategy.
Of course anything can happen and change with money and a partner- who knows- I like to understand worst case scenario- imho
glta- snooze for 6 months- also- might be a buying opportunity- If you like the potential- might not
cheers