I got excited by the announcement of the QAR as TLG never release them early. However, I must say that is a very lacklustre report.
Still no firm commitment to the DFS release date and the same announcements regurgitated.
What ever happens to the cobalt divestment? Status of the work with Leclanche? Graphene trials on ship? These reports are the opportunity to update holders.
Having another look at the PFS, it is clear the development schedule is slowly slipping off. That sort of slippage in the early stages is indicating this will take longer to play out that expected. Meanwhile, we will potentially be exposed to another broader macro economic hit.
Unfortunately it looks reliant on short term sugar hits from incorporating Tesla logos into presentations.
Is it time for the company to be run out of Europe?
IMO, DYOR.
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