Ann: Mt Cattlin Shipment Update, page-223

I hope this drops today!! I’ll be backing up the truck if it does.

500 million market cap and I’ll be buying:

- 300+ million in cash
- world class sal de vilda asset
- existing Mt Cattlin mine with nice cash flows
- James bay

Fair value would be triple what it’s trading at today. Give it a few years and we will be at $10 once lithium surplus turns to shortage / balance. Yeah I’m speculating a little but the risk to potential reward here is so good for those who can be patient.

One shipment delayed by a couple of weeks, that’s it. Not a big deal and doesn’t really need much explaining by management in my opinion.