Having just watched Keith's presentation he did reiterate April for DFS, but more interestingly alluded to an announcement on hydroxide next week. The rest was pure regurgitated spam from previous presentations- oh and a defence on why he hasn't signed any offtakes...they are a 'weapon' apparently ...
By the sounds of it from others he was on the booze the night before and it clearly showed in his presentation
Company presenting WEDNESDAY at Future Facing Commodities Conference - FREE livestream available, page-9
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