RRS Conference Gold Coast, page-38

If you listen to Rocky Ground's sound cloud recording it's all there but here are a few things which stood out to me today:

- Ken painted a great picture of the macro environment - The huge and growing demand from China for lithium "the phenomenon is very real and it's happening very quickly". He said "we (PLS) are absolutely in a sweet spot". Because of the enormous ramp up of factories in China and mines not keeping up, there is a demand squeeze for lithium ie "the world needs a whole lot more lithium".

- He spoke about why "shareholders are going to do well" (I particularly enjoyed this part) - namely great environment and conditions for mining in the Pilbara, great Chinese partners - Gangfeng and General Lithium, and huge and very high quality resource which can be ramped up easily.

He said he had been travelling extensively meeting with debt and equity investors who "see the potential" of PLS. Off to NY shortly.

Ken stood out from the other presenters at the conference with his excitement and enthusiasm for PLS - he presented a very compelling picture of the enormous potential of the resource and I came away feeling very confident that he will be able to position PLS well for an outstanding future.