Ann: TVN Pre-Feasibility Study for Speewah Fluorite Project, page-57

https://x.com/LithiumIonBull/status/1797240023932133626?s=19


There are quite a few who track Lithium projects around the traps.
There are well over 200 projects on my own tracker - different types of mineralisation - hard Rock, clay, brines, geothermal steam.

Fluorite is not the same however.... projects are scarce. Advanced projects capable of coming on line in the next 5 years - rare as.
Projects in production headed for depletion of ore are quite a few.
Deposits where resource expansion is highly prospective, again rare.

Now consider the comment in the PFS about a 40kwh average EV battery requiring 20kg of Fluorspar.

Know that not just Tesla, but many companies are looking at electrifying Semis, mining trucks, even aircraft & ships - I think about how big those batteries are going to be.
One of Teslas most profitable sectors is large scale battery storage - grid storage. They talk in terms of MWh & GWh. Not KWh.
As I said, I think the PFS is way conservative as the demand projection for Li batteries & as a result raw inputs such as Fluorite is open along strike...