Ann: AGM Presentation, page-27

I just revisited my notes and there's a few points I missed:

-The team is seeing a total dearth of chemical processing expertise in the sector, especially among competitors. Go tell your kids to study chemical engineering and do their honours in lithium hydroxide processing!
-The global corporates want big supply and they want it in the short term - just one Korean group wanted 150,000 tonnes per annum
-Mitsubishi officials will get a personalised tour of the facility next month
-Go figure, lithium prices will pick up over 12 months
-Fears about Argentinian federal elections are overhyped - the legislation gives the lion's share of authority to the provincial government and Argosy has fantastic relations with the provincial authorities. The authorities want this project to succeed.
-They will do everything possible to avoid dilution but they will also have to make the right decision for the business itself.
-Their strategy is to produce Definitive Feasibility Studies, but draft these to be a unique bespoke DFS per interested partner - this will ensure stronger relations for partnership which appreciate the demands on the partner. (Note: Could this make the DFS documents confidential though?)