Ann: AGM Presentation, page-28

My notes from the AGM:

• Votes on the performance rights all sat in the 71-75% 'for' range. Interestingly despite all the grumbling about the overly generous performance rights, no-one queried the resolutions (despite the ease of asking questions online)
• 80% of tenders adjudicated
• Pretty good level of detail about the mine and logistics plans from Graham
• Wedge drilling is 5/10 holes complete. Estimated completion mid December, samples by end of year and assays results from Perth in Jan 21
• Graham talked quite positively about prospects of the wholly-owned tenements
• Nigel Mentioned Europe a lot, US a couple of times, hardly talked about China
• Hard rock over brine; hydroxide over carbonate
• Potential direct partnership with a European hydroxide plant. As@Golden Years noted, several times in a row Nigel said "German" then corrected himself to "European"
• Repeated old observations about CDL doubling the size of Manono
• SEZ completion date: end of this year or early next year
• SC6 OTs: well advanced; had been hoping to announce one at AGM but not so (some details still open)
• PLS OTs: result expected back from Canada in a week; OTs depend on those results
• Tin OTs: one party in advanced due diligence; they want to put a plant on site; some delays due to requirements for ethics guarantees
• Cash: well funded to support current operations and early works