MT already has a tonne of off takes, just can't annouce them. As he noted in an interview, his clients do not normally want their names announced and in those circumstances he has to seek ASX approvals to NOT annouce.
I'm also certain that he will HAVE to announce when they finalise funding for tye DFS. At that point they may announce something like the VW deal with Northvolt which underpins the sales profile for 10 years and supports the funding.
Also pretty sure he knows what the final solution is already and how it will be done. The SPP document I believe accidentally left on the page "not to be distributed in the US". Also previous SPP was not underwritten but this was by MS.
Its a rehearsal in my opinion.
SPP end 15 January, ASX 300 inclusion around 21st ish of March. DFS due in March. Niska plus expansio drilling to be completed in Q1. AND Niska doc states, they will likely combine PFS, Nisk and Niska+ into funding discussions and for synergies.
8 week window should be interesting.
Although I could be completely wrong.
TLG Price at posting:
$1.73 Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)