Ann: Business Development Update, page-31

What explains my going from T20 Down to just 10,000 shares in my daughters name to buying back in myself at a decent level if not T20.... hmmmm some of the explanations above sum it up well.... but let me try ....
I believe global commitments to address climate change are absolutely going to sky rocket some companies ... that position themselves to 'fuel' the post I.C.E. future
Lithium and Graphite being but too of these future fuels.
Pick the right companies and you are a shareholder in the future "Gulf oil field" not to mention the feel good from supporting companies driving a cleaner greener future
And Australia has fine companies in Lithium and Graphite ....finding stuff in dirt....and getting the funding to dig it out, and then doing exactly that, is what we are good at.
I happen to think Orocobre and potentially KNL/EGR are 2 of the best future bets.
Orocobre no longer has to prove itself
KNL Ecograf does. We have no problems finding the stuff in the dirt .... figuring out how to process it and finding people willing to buy the stuff ..... we are just frustratingly bad at getting funding. Frustrating because we are so good at everything else but so bad at getting funding .... frustrating because our BOD is convinced they can get Funding and refuses to change people or strategy on funding ...and frustrating because Australia is waist deep in folks with The specialist expertise at getting all kinds of mines and downstream processing facilities in all sorts of countries financed ..... and frustrated because it hasn't been days or weeks or months of waiting on finance on anything and it hasn't only been a year or two.... this same story has been told at KNL/EGR for year after year after year

So why buy back in after all the frustration and pain ( I lost a ton of coin on KNL/EGR) ? Because they finally seemed to be getting somewhere both with Tanz waking up and WA plant....
they seems to be getting to the finish line on finance
So I bought back in
So yeah I get frustrated and angry if I even smell a hint of the same old BOD communication failures....and I am obviously not alone given the AGM voting ....
As for the frog .... we have different approaches and different expectations and we have expressed them often in the past .... but one thing we both share is a total belief in where KNL could get to if the stars align ( and we bloody well land some finance!)
Hiding on a beach in Byron now ( what's left of it)
Here is to 2021!

564xxl
peace out