Ann: Corporate Presentation Investor Strategy and Outlook Forum, page-59

Firehawk

I tend to agree with the idea of spod going to min $1000
its not like it’s never been there before
Only last time the market wasn’t ready for it, as in, demand evaporated and we all hastily hated on Morgan Stanley for calling oversupply
Some had to eat humble pie as our innate confirmation bias
reacted with reality
This current step up in price has got “broad fundamentals “written all over it

some one posted a few years back a video of this big wheel
who bagged a few billion on uranium bets and his words keep ringing in my ears.......”where is all the lithium going to come from?”
In the afterglow of the strategy forum last week ,I can see the seed of something great growing
The confidence that Ken exuded was quite palpable,
This mob have a plan. They see a long way down the track
They have toughed it out
They aren’t going to waste this historic opportunity

So yes,$2k per ton is definitely in their sights and growth is firmly on their minds. So be it if I have to wait another 5 years for our maiden dividend because imho we should be sitting around $3-4 /share and Ken has exhausted himself buying up opportunities and can take a breather to announce a fat dividend !!!!
It’s nice to be a part of an Australian growth story, btw I loved the renaming of the two different pits back to their original indigenous names... more class and confidence

keep up the slick work
Well done I say

Dingshine