good presentation, spent a long time on sunresin and the benefits, discussed OPEX as i was schooling our resident dummy and said well disposal fee and electricity/gas will come down significantly making paradox enormously profitable "whatever the lithium climate", US DOE loan looks more likely than not, i think he said something like FID was gonna be towards the end of the year so timeline may have been moved back a quarter or 2 although that doesn't bother me at all when you look at other companies with 3 times the value and no timelines whatsoever
thought this was interesting, i didnt really read much into this before but as he stated, so much sunresin is going into production, all to the right are using R&D companies to get around a problem that sunresin had already solved (lilac are listed twice here but they arent on controlled thermal anymore).. TM credited BBB for finding sunresin and claimed because of this and the secrecy were about 4 years ahead of others
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- Ann: Approvals Received for Western Strategy Resource Drilling
Ann: Approvals Received for Western Strategy Resource Drilling, page-157
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