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Ann: Quarterly Activities/Appendix 5B Cash Flow Report, page-99

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  1. 143 Posts.
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    worth re-reading Quarterly to refresh on milestones and accomplishments forecasted within this (June Q) and next quarter (Jul-Sep aka Sep Q).

    if all these developments and expectations get accomplished as forecasted in the Qurterly, we shall have good reasons to see sp going back to 5-6c range and beyond , upwards and onwards.

    myself being project person, I really appreciate to see that Lepidico have had enough funds to get Phase 2 Long Lead items progressed during this year that there is no impact on critical path of the project delivery phase, this will pay off well in the execution schedule!

    - Karibib FEED final estimate in June,
    - Abu Dhabi Plant FEED estimate in July,
    - FID starts from August,
    - Funding external comments received by end of May
    and hopefully gets resolved and approved within Jul- Sep too
    - in paralel, almost certain Traxy's will have some good accomplishments with Li customer offtakes and CS offtakes within this period too - fingers crossed.

    so, overall very exciting months (May-Sep) ahead;
    there shall be boom of announcements from now to Sep.

    happy days and be strong and calm. it will vome to fruition!

    of course DYOR , but certainly read Quarterly report fully - good story and written very well.

    have a great weekahead all!
 
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