Media Coverage Relevant to AJM, offtake partners and major holders, page-507

AJM and Tesla Battery day are two completely different things. My comments are only regarding Battery Day.

I think the ensuing tanking of the share prices in the lithium sector after Elon’s presentation was the fact that there was nothing revolutionary being revealed and some of Elon’s tech hasn’t been scaled to commercial production standard yet. And it looks to be 3 years away...

Why would his comments set the sector back months? Nothing has fundamentally changed regarding the sector after Elon’s presentation. Electrification of cars is still going ahead last I looked.

Why is financing so dependent on Tesla’s battery day?

Sentiment is affected yes, but sentiment does not equal fundamentals of the industry. Do you really think billions of dollars in investment would be decided over a 45 minute YouTube presentation?

And before you attempt to twist my comments... none of what I’ m commented here is anything to do with AJM...