Ann: Investor Presentation - Diggers and Dealers Mining Forum, page-50

Fantastic presentation. The video will be available tomorrow probably. A few rough points from it

1) capex around 545 project on time, long lead items on time
2) demand demand demand. Even in a recession if it does happen oems will bullet proof their production and set up for relaunching post. Demand will be sup ported. Deficit still suspected despite oncoming product
3) price incentive likely to remains. Spoke aboit teansparency and pls bmx and thinking of other ways to improve the transparency/price mexhanism.
4) plenty of room for converter cash margins
5) loooots of discussion on downstream production. Talking of choosing the right partner with knowhow. Talk of intermediate and further refining. Looking at both hydroxide and carbonate. Pfs ongoing. Lots of interest from partners and customers alike. This is a large paet of their long term plan. A large amount of the discussion wqs on this.

sadly no qs due to time.

also buldania