Bring it on!
The pre AGM timeline was a make believe date made up by the nutcases on HC. LKAB and Mitsui don't care. An announcement at the AGM would breach disclosure rules. MT was probably a bit loose when he mentioned November (which isn't over yet), but if a few blow in traders burn because of that I won't be losing sleep.
Nothing has changed. There is no new risks. TLG's success doesn't depend on a JV being announced by an arbitrary date. If it's November, great! If it's December, great! If it's Q1 next calendar year, great!
The resource is still there. The tech is still there. There is progress being made. I will keep holding. I will buy a Tesla with my TLG profits.
Ann: 2021 AGM Presentation, page-20
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