cheers for the link
very enlightening
was interesting to hear from Morgans - I never would have guessed that a major (the major?) concern for them seems to be Posco (waiting to pay “fair cost” and hydroxide to carbonate conversion). Think the responses put those concerns to bed nicely - can choose to delay shift to 30% ownership (as we already knewand conversion to carbonate is low cost
Macquarie guy didn’t seem to be very on the ball - his questions were largely covered in the proceeding ten minutes - nice to know that he’s involved in forecasts
and Bernadette was a sexy robot
Ann: September 2021 Quarterly Activities Report, page-55
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