Steve did a usual presentation. Only addition was 99.97% purity with relatively higher sales price compared to PFS which should make a compelling DFS once done. As it was a webinar hosted by Noosa, there was no Q&A session. Steve presented online whilst Stu was physically present at Noosa. We cannot expect Steve to disclose additional info in such forums/webinar without disclosing to the market first. DFS, Permit completion slide which stated H1 2021 in the past, has now been changed to H2 2021.
Today’s announcement was good providing some info on what’s happening at Kachi. However, it lacked information on Hazen/Novonix Carbonate production and delivery details which we shareholders expect. I hope at the AGM or immediately after we see some changes in BOD - a critical catalyst for SP re-rate and to transition to development & production.
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