Around 45 to 50 present including BGS staff and the board.
The mood was very upbeat. Management very positive with "excited" and "encouraged" being mentioned a number of times over the 2 hours. A couple of times both Greg and James prefaced their comments with statements along the lines of 'don't buy shares based on this, but...'
It was pretty clear that there is a lot more Lithium in the ground than what's explicit in the slides.
Gold going ahead imminently.
MD appointment delayed whilst they find exactly the right candidate. It looked like they had the right person recently until a personal situation meant they had to withdraw.
DFS to be commenced in June, so PFS 2 out prior to that.
Already interviewing for Sales & Marketing and IR positions.
Roadshow due to commence immediately following PFS 2 release.
In discussions with several parties regarding substantial offtake/joint relationships. James stated that with them exceeding all their previous expectations recently as far as developing the project, the situation with these types of discussions has reversed from BGS seeking out interested parties, to parties now approaching BGS.
A lot more to add if/when I get more time.
In short, a very positive AGM and a visibly, highly confident board/management.
