This is the checklist against the 7th April preso slides.
On the 25th March video - Pope mentions the TIMA Analysis is was expected on +3 Weeks, and collating the results 4th week.
Somethings has caused the delay of 4 to 5 weeks.
We got the MRE update 3rd June; but likely it was finalised the week before (and prep for Monday "good" news, Friday "bad" news).
Now "Laboratory Analysis Results" is the main dependency of the remaining items; with exception of the SIA & EIA - White Paper which is pre-cursor for scheduling community consultation. It would quite important, and would certainly make headlines.
The TIMA Analysis is the biggest lever - with feeding into Laboratory Analysis Results, and like other aspects. There is likely a feedback loop of sorts going back to the TIMA Analysis or retesting.
The REE Mineralisation Investigation - Niobium and Gallium is function of the TIMA Analysis - thus you are mapping the individual grains of the sampling - you are able to detect the Niobium and Gallium.Q2 2025 Objectives Check:
Mineral Resource Estimate (MRE) Expanded:Announced on June 3, 2025, with the 89Mt Inferred Mineral Resource increase at Grønnedal, indicating an expansion of the resource estimate.
Laboratory Analysis Results:No specific announcement of completed laboratory analysis results within the two-week period.
Calibrated Analysis Results – Historical Drillholes:No mention of calibrated analysis results from historical drillholes in recent announcements.
REE Mineralisation Confirmed – Neodymium (Nd):Implied by the June 3, 2025, resource upgrade, which includes high-grade Total Rare Earth Oxides (TREO), likely encompassing Neodymium, though not explicitly detailed.
Mineralogical & Geochemical Studies Progress:No specific progress updates on these studies in the recent announcements.
JORC MRE Results:Announced on June 3, 2025, as part of the 89Mt Inferred Mineral Resource compliant with JORC standards.
TIMA Mineralogical Studies Completed:No indication of completion of TIMA studies in the recent announcements.
REE Mineralisation Investigation – Niobium (Nb) & Gallium (Ga):No specific investigation results for Niobium or Gallium reported in the last two weeks.
Geological Mapping – Carbonatite Mineralisation:No recent updates on geological mapping activities.
Social & Environmental – White Paper:No white paper release mentioned in the recent announcements, though the $2 million placement on June 11, 2025, is intended to advance environmental programs, which could be a precursor.
Summary:
Announced: Mineral Resource Estimate (MRE) Expanded, REE Mineralisation Confirmed – Neodymium (Nd), JORC MRE Results. Not Announced: Laboratory Analysis Results, Calibrated Analysis Results – Historical Drillholes, Mineralogical & Geochemical Studies Progress, TIMA Mineralogical Studies Completed, REE Mineralisation Investigation – Niobium (Nb) & Gallium (Ga), Geological Mapping – Carbonatite Mineralisation, Social & Environmental – White Paper.
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