SQE, my thinking is the same as yours...
I'll throw my hat in the ring and say Japanese cornerstone investor coming on at a slight discount. Equally open to us shareholders. Management have never screwed us before, can't see them starting now. In an effort to raise enough cash for the majority of P1 with an offtake payment later on, to get us over the line.
Then release the details of the successful pilot operations and we all make our like bandits. Not dissimilar to when GXY came aboard.
But I'm also going to punt on Japan as being the location for P1.
But as an outside roughie - Tallison (Tianqi/Albemarle) coming to the party in exchange for LOH-Max at Kwinana.
Either way I can't see this being a negative, the timing to do that doesn't make sense.
Get the popcorn ready, I'm in!!
As if I didn't already know where my KDR bags were headed. Shut up and take my money... No brainer!
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0 | 0 | 0.000 |
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Price($) | Vol. | No. |
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