Interesting video. A better job of outlining the issues with the jv and reasons for delay. A poor job of providing assurance to the minority shareholders that they will not be holding the bag for another year or two while Teck continues to enhance value before a production decision. He seems to suggest that CF both wants to see the results of the studies etc as well as learn of Tecks plans for 2024 before making any decisions on their continued involvement with SC. He mentioned the mancom meeting which is usually in the new year.
Let's hope the studies get released well before then with such great news that CF wants to sell and not wait years for marginally better results.