DFS due Feb 2022
Some potential catalysts
- Positive update in quarterly this week
- Commonwealth and State government approvals due to be lodged in August and approved Q4 21.
- Debt advisor appointed (mentioned aiming for August announcement)
- Samsung MoU converting to binding offtake (unlikely given 2/3’s nickel and cobalt production accounted for in LG/POSCO deal and Steve mentioned he’d prefer the other third to go at market rate)
- Confirmation of gas supply derived from vented/flared gas to make the TECH project net negative CO2 emissions.
- Commercial application for leach residue proved by James Cook University making the TECH project a zero liquid/zero solids discharge project.
- Any funding progress (NAIF, debt financiers and equity investment).
Sure I’ve missed some bits and pieces, love to hear what others are looking forward to![]()
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