Fat Pat's take on the AGM, page-4

I suspect the SP will hover around here until the terms of the binding investment agreement are known.

I note that the last announcement anticipated that offtake commitment will be made and as such I expect the BIA to include details of the phase 2 investment also, beyond the initial $14m. Phase two will likely be conditional on debt finance terms.

May 2021 seems awfully aggressive to be shipping product. 6 months for completion of module 1? Seems optimistic.

Re comments "Heavy duty DFS continuing" does this mean they are further enhancing the DFS based on POSCO testwork and DD?