I started this thread with the understanding that it would be read by GW & questions answered as well as possible during the roadshow meetings.
I think there is one in Canberra on Tuesday with another on Friday for people in Perth to attend.
One question which I know was posed & has been answered was the in relation to taking the company private.
https://hotcopper.com.au/threads/afr-columnist’s-tilt-at-miner.6869978/page-33?post_id=62831506
"was immediately discounted as he believes with a project this size that you need a social licence to get it permitted with all of the necessary approvals and funding requirements."
Not only do I agree with this, I'd add we are moving into a completely different environment for resource companies in the coming years - the move to decarbonize industry as well as commercial & domestic processes is going to require a massive move to renewable generated power & storage in the form of batteries, be they nickel/graphite, iron/phosphate, vanadium, utilising lithium, sodium, sulfur or some other technology which I've not mentioned or read about & of course green hydrogen & fuel cells which is making news everywhere. This means a massive ramp in the raw, processed & refined material supply chains. You don't have to look too far to find industrial majors putting their names to some pretty big deals all across the supply chain from the mine to consumer.
Further, the dependence on China as a single point of manufacturing has been recognized right across the world as not such a great idea. So a lot of countries are not just talking, but enacting policies backed with $$$ to bring supply chains, manufacturing back within their shores.
A part of this appears that governments the world over are mobilising to support emerging technologies, particularly those that are shovel ready.
Technologies such as TIVAN.
As much as there is an appetite to embrace the above, there will be just as much appetite to avoid a misstep, backing the wrong company, technology or team. And anything qualifying for government funding will be subjected to a high level of scrutiny.
