My thoughts are:
-Appointment of finance manager to coordinate capital partners (funding).
-Enviro Updates, as you mention, but I am told that's pretty much a formality as its not an HPAL plant!
-Don't rule out Samsung BO, but my view is QPM has 65% nickel sulphate already going out the door, do they need go to 100%? My understand is LG/POSCO wanted 100%....
-Would like to see some sort of discussions/agreement for off takes of other resources produced (HPA, Cobalt, Hematite, Magnesia etc.), this is one of Dr SG milestones (3 and 4) linked to his performance rights...
-NAIF will be a while away, not sure if anyone seen any $$$ value of what QPM is seeking, I am hearing circa. $400 million. Nice.
-I wouldn't be surprised to get a DFS update, either with input from Hatch, or not. We know LG Chem and POSCO invested because the money was to be used to fast track DFS, so production schedule could be brought forward...
-anyone have other ideas, throw them on the thread!
What impresses me is Dr SG's ability to work to deadlines. He not only understand the importance of this in regards to actually delivering the project, but he has the street smarts to know the market and investors reward such. Win Win.
DYOR & GLTAH
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