Ann: 2023 AGM - Managing Director's Presentation, page-21

Hoping that the ALK will make Nic's "live" AGM Presentation available on their Website ( not just the slides ) ..or some of the Info can be confirmed out of Meetings in Melbourne and Sydney in the next two days . But a few aspects stood out at first blush :
1) The Tomingley Plant expansion planning is well advanced and well funded
2) Roswell Underground close spaced drilling to define ore loads at the ore face , well underway
3) The absolute commitment in the last 12 months, to drill up/expand the Defined / Inferred ore bodies at Boda Main and Kaiser ..to enable the Prelim. Economic ( Scoping ) Study to be prepared ..and potentially engage with third party /Jv developers ( or examine other options ) was clearly emphasised .
4) As to Exploration expenditure for 2024 ...my undersatnding that $5 M has been initially earmarked for Boda "' nearby target " drilling , and a further $5 mill for Tomingley and Regional drilling ( $10 Mill) . I took it that drilling underground at Roswell is "additional"..as that would be operational drilling .
I am not sure whether "drilling " costs , includes assaying as well ( not cheap) --or just the drill rig bits in the ground > It was also made clear --if they start to get good results in a particular area , the programmes timing can change ..and I assume with it , possible budget variations !
5) Whilst not said per se ...clearly , the switch to exploration target drilling rather than Underground Drive and Resource Drilling , is building a more upbeat tone .,....and fortunately , as the Prelem . Economic Study will be some weeks after Kaiser upgraded Resource is released ( say 2nd QTR 2024 ) , some of the initial target drilling will have started with some early assays likely > And GOOD RESULTS would no doubt enhance any Boda JV "discussions"that might be progressing .
AIMHO ...refining some of these aspects will no doubt come out of the discussions from those fortunate enough to be attending the interstate Preso's . Well put together and delivered , Nic .