Ann: Quarterly Activities/Appendix 5B Cash Flow Report, page-196

Very kissy from the host but a good chance for BC to do some selling. That he did.

highlights for me

DSO

- end of this quarter - FID

- product next quarter

- offtakers keen - 2 of them - walked away from one which explains test pit mining for the new 2. This also substantiate the change in messaging early on from a "Malaysian offtakers" to Japan and Korea more recently.

- Kevin dundo brought in from red 5 - need to dig deeper but looks like it was a successful project

Yellow phosphorus

- scoping study end of the year - offtake and demand finalisation needed first. Sounded confident to get offtakers.

LFP

- BFS 4th quarter maybe

- construction 4th quarter 2024

- mechanical completion 2nd half 2025


DSO timelines similar to what I posted previously which is good to see I was on the ball.

Let's just hope BC is on the same ball getting it done.

also great to get some more clarity on LFP. Still clear as mud tho.

Strong news flow to end of year which should give a nice short term re-rate from here.

im being greedy when those are fearful at these prices and buying more.

wont take much to re-rate and then I can de-risk from there. I believe the news is coming.

all imo. DYOR.