great presentation, as expected from TO. Everything on track.
For me the two key takeaways for a future dividend cash-cow are the points below:
a)IRA Compliance: opportunity to work with partners to fill gaps in IRA-compliant refinery capacity and expand supply
chains outside China
b)Strategic Partnerships: leverage downstream collaborations with LG Energy Solution and Sumitomo to maximise value
from integrated production of IRA-compliant battery chemicals
Ann: KV production milestones continue - 2024 Diggers and Dealers, page-47
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