■ NATO CHIEF RUTKE talking a few minutes ago on NATO investment in defence industries and partnerships with Japan, South Korea and Australia for critical metals and armaments supply.
■ LRV will have many courting it for its precious antimony & may the highest bidder be tabled by WOGEN for each and every shipment with weekly production of around 100t or better from Q1 of 2026.
■ LRV has driven HILLGROVE forward with the support of its shareholders & no further dilution expected.
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■ DFS is being prepared by MACA and I expect that LRV has terms sheets for finance that detail conditions precedent that LRV will have addressed in the DFS.
■ LRV is gearing up for an early start to mining whilst the plant upgrade is being completed and commissioned.
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■ Based on LRV updates today and feedback from Sound & Fury and Cungi also, I expect we will get some further announcements from LRV ahead of the DFS in ~ 2 weeks and finance approval will follow before the AGM on Friday 16 May then its full steam ahead.
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AIMHO/DYOR/GLTAH
LRV Price at posting:
86.5¢ Sentiment: Buy Disclosure: Held
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