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
DFS due Feb 2022Some potential catalysts - Positive update in...
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