Ann: COVID-19 Operational Update, page-4

It's a bit sad things move so slowly from a s/h pov that I look fwd to just a progress ann on a s/s.
But you're right in emphasizing 'significant' customers, and that's a reminder the excitement exists behind the scenes. Forecast demand by '28 has risen from 300kt to 400kt.
Auto co's r pushing battery makers to local supply, and they need to lock in that supply in the short term. That local supply is a 'strategic asset', and we have the world's highest grade jorc compliant resource with production at lowest end of costs with lowest co2 footprint. These reasons why customers will come to us r also competitive advantages.
MT steered exr to a vertically integrated strategy, with necessary knowledge, ip, and staff. This geologist gets my respect. He's fulfilling the goal of creating Europe's 1st and largest anode producer.
Markets include grid storage, power tools, probably paint, cement and more. These will be easily integrated. Niska increases options, and there's a cobalt resource.
I expect several sp catalysts in the short term; massive growth and $ from stage 2, '23. We need only 1 large tonnage deal.
First, exr must prove it can deliver quality consistently.

This post demonstrates I'm in lockdown, afl and nrl should be excluded from ccp virus precautions, and the world should go to war against the ccp!