LKE towards TOP-5, page-2134

@Suw, dialled in late (missed first half) but just summarising the following points which I think I caught and would be good to confirm with you or anyone else who watched the LKE presentation:

1. Capex for 50k expansion likely to be 1.6 or 1.7x PFS Capex, from US$544m to something with a 9 in front of it
2. timeline for DFS may not meet Q2 due to 50k tpa expansion
3. ESIA still on track for Q2
4. Demo plant still on track for Q2
5. Getting to 100k tpa plan - maybe 1 project but ideally 2 projects getting to 25ktpa. Work with Offtake partners to get projects up and running
6. Market based pricing mechanism (e.g. benchmark or fast markets), stump up equity on pre-payment for supply