My take on some key points.:
• Project stages have been merged. This makes sense and aligns better as cell makers and OEM's fire up their projects around the same time. All good provided they can stick to their schedule.
• There is a distinct Japanese influence in the DFS project team. Talgas Director of Battery Tech has links back to Japan. Mitsui putting their name up as a finance partner back further implies that the first deal may well come from Japan.
• Another 7-9 months until completion of DFS.
• Another CR (or more) will now be required in the absence of another financing package.
A quote from MT:
"The range of parties we are engaged with, from product sales to project development partnerships, are truly world-class and well-suited to our project execution strategy. We look forward to sharing moreresults of these partnerships over the coming months.”
Sounds promising, but nothing we haven't heard before. It will take an actual deal with one of these parties within the next few months to keep any momentum going.
IMO, DYOR.
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