Tuned into to these two presentations over the weekend; outlining near term issues and opportunities (including IRA order pipeline demand about 5x current production).
These were announced to the market, with live links provided after the fact. The first one only has 97 views, so not heavily viewed by the market?
Bryce Crocker at the SAFE Summit 2024: Solving the Global Power Puzzle, in Washington D.C. 12 March 2024:
Bryce Crocker at BMO's 33rd Global Metals Mining Critical Minerals Conference, Hollywood, Florida, 27 Feb 2024:
https://app.webinar.net/nb8KAx2lOD1
Near term financial risk remains, but IMO there are a number of potential players who have our back. And wont want to see this one fail (the big one: Australian Super's equity is currently marked to market at ~$10m). But also debt holders (who also hold equity/convertible notes). As well as industry and Governments in the EU, US, Japan and Korea.
Would be interested hearing about any other recent presentations, media or investment research - if anyone has stumbled over anything and happy to share?
mmmmgus
Presentations, Media and Research
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