My questions for Mark:
1) It would be amazing if Mark could address Bell Potter's latest broker research report and comment on what parts of the analysis he agrees with and where he thinks Bell Potter's assumptions are too positive or too defensive.
2) Do you expect to be able to generate significant revenues with Talnode-SI, even if you cannot use your own graphite for this, or are the two interlinked? If the former, why are you apparently not pushing ahead with it, but waiting for approval of the graphite mine?
3) 1.5 years ago you signed letters of intent with ACC and Verkor, so you should be in agreement regarding an arrangement for a future offtake agreement. Why is it not possible to produce the maximum output of anode material in your EVA facility and sell it to ACC, Verkor or other interested parties and thus cover at least a large part of the running costs?
4) If the Supreme Court makes a positive decision and the permit for the mine is granted, can we finally get started, or do we have to wait until the municipality also adopts its local plan? Do you assume that there will be additional resistance from the population (Samis; concerned citizens; people who want to benefit financally)?
5) How many months will it take to reach first production and full production? Is 2026 still realistic for both if we get the go by August 2024, or will all the delays lead to a later start? What are your further expansion plans (timing, scale)?
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