RE:MD or DragonIR...IMHO...I kind of think Timmons. The salient fact is that it is hypothetical at this point and also 10 years out. That is normal and nothing to be alarmed about. The smelter in NL for VB nickle was somewhere in that range as I recall from the idea to completion. The E/W road is preferable for Noront for the obvious reason of EN development, and cash flow....The N/S is far more amenable to longer term chromite mining and the eventual RR. Noront has stated numerous times that they will be ok with any route. Yes, it looks like Noront are tight with MF....still some (a lot) of volatility around it all so I guess we live in hope that IBA's etc. are proceeding well. Frank's best option? I honestly find it unbelievable that there is not better synergy between KWG & Noront. Does it go back to the "Staking Fiasco"? Not sure, but it sure seems that KWG in on.ignore. Again, perhaps there are things happening between them that we are not privy to. Sincere good luck to you....and all of us!