Ann: 2022 AGM Presentation, page-16

I'm really sitting on the fence with regards to the binding off-take agreement being finalized by Nov 30th and it's probably because of the events that led to the run up of the share price prior to the failed LKAB/Mitsui MoU deadline ,which in all fairness ended up being a blessing in disguise to TLG holders, because we are in a much stronger position now than we were back then.

I'm hopeful that we can get a wonderful update in the next 3 days but my mind is also starting to entertain the possibility that it won't get done in time and the possible reasoning behind it. Will it be extended for another month ? extended until permits are given ? off the table (Unlikely) ?

The share price anchor clearly relates to the permits which are due in Q1 2023 but we have momentum that it would be nice to keep that theme going... I also think that if we get our binding agreement , there will be significant profit taking (particularly from the SPP participants) who have marked this date in their calendar - so perhaps it wouldn't be the end of the world carrying some of them through to next year unless they decided to sell given the missed deadline and the recent run up of the share price ... but on the flip side it might create another buying opportunity again?The scenarios are endless.

...and with that I really hope I just Jinxed it and a market announcement will be released by EOD !