JM 50mins, page-52

Agree much better than coffee with and proactive etc.

Let’s hope we see details of LOI released first thing otherwise ASX will be all over us.

Be good to have an LOI...BOA hopefully not too far away. Let’s hope we get news on the other 130k Tonnes of capacity soon as it appears this one is for the balance of 10 to 20k Tn. My guess it’s with MSI.

Lets hope this was filmed 3rd May or CC plant is late again.

”I said Newcastle NSW”...erm no you didn’t you said “Newcastle Uni” it’s a UK interviewer in the UK, so of course they are gonna assume Newcastle UK so maybe just say “ah sorry maybe I wasn’t clear, it actually Newcastle Uni in NSW”...by the way no one in the UK knows what WA means!

Fingers crossed for 2 lots of news next week. LOI (be ready for shorters and downrampers here to rip it to pieces....can imagine comments now “haha 70k Tn pa of PRM BOA to 15k Tn pa of LOI and you’re happy etc etc.)

2nd piece of good news would be arrival of CC plant.

Still confused on pilot plant upgrade status? Had it started or not? Was under impression it had from previous comms, from this one sounds like it’s not started. On a production run now to produce 1tn of high purity Halloysite for feed into CC plant which is obviously a positive. However made comment that current capacity 100kg batches and want to get to a point were 1tn or 10tn batches.

Final observation and maybe it’s a self confirmation bias but every time I’ve heard JM talk about CC > fuel creation I’ve always thought surely this is the biggest thing ”ever” in the world and why are we so chilled on progressing it...you know like “oh yea the ship is lost haha” etc. I also sensed from the interviewer at first he was thinking wow and at the end he was probably thinking like I am now listening to CC, Hydrogen, HPA, Agriculture, Water treatment, Microplastics, Medical, he most have forget to mention cosmetics today, etc.....is this thing for real or what?

I know this post is a bit all over the place but sometimes I do think WTF is going on here!