- DFS by Q1, 2023. Delays for all of the right reasons
- HMW was an idea 5 years ago out of a hunch (yeah right)
- JP was an analyst with Canacord at the time
- Concentrate due sometime this summer depending on the weather
- Camp at HWM (45 beds) and camp at Candella (17 beds)
- GLN wants to be the next producer. Why the rush?
- Lithium is hear to stay.
- 100 million EV's produced every year. Each car will require 60 Kg of LCE
- This equates to 6 million tonnes of LCE
- The production figure for 2022 is 655,000 tonnes of LCE.
- Need 10 x this figure
- Assume we will replace 25% of that, where will we get 1.5 million tonnes.
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