If the results are bad, Sentient is really out to lunch in a variety of ways, including being honest in a game where so many here feel dishonesty is how the bigger players play - now that can't really happen, can it? If the results will ultimately be good, then the Sentient PP needed to happen before the news can be first internally confirmed and then publicly released.
I think the company needs to prove up as much stuff as possible with their cash, hope that the price of PM's stays high and maybe even goes higher, then sell either the whole thing or the ECU assets, once the in ground value is more clear, and someone can accurately figure how much it's gonna cost to get it out of the ground.
Or, maybe they sell some other assets, and use that money to further develop the assets they decide to keep.
I agree that trying to keep all the balls in the air for a couple of years without significantly increased revenue seems very difficult at best.