Ann: TVN Investor Briefing Details, page-27

Berocca spot on below - nice and succinct and on point.

Re CSIRO putting their name to a small cap is unheard of and yes no surer thing they are funding the pilot plant which is massive. This is a golden strike and what I love it keeps the IP and tech in Australia and diminishes sovereign risk. It’s a story this country needs re a vertically integrated critical minerals company.

Also on funding the plant that simply means less dilution for us and keeps the project moving. It does reinforce the view there are other funding solutions other than rolling cap raises where you partner up properly.

Grant’s narrative was first rate and the slides if you print them are tier 1 quality. Don’t underestimate the work the Board and Kat are delivering around our story and the various pathways. So let’s give the tech crew a chop out and focus on the substance. I’m sure the slides will be on their site tomorrow. They are a stunning read.

Fck Im excited. The value prop should start to play out re SP.