ASN General Discussion, page-11489

Yes I do agree with a lot of that.

I still find it odd that quality supply is the issue. We have supply, we have had known supply for a long time now. I think there is no doubt the secretive nature of our product - No official ASN pilot plant producing decent size samples and the continued missed targets of DLE providers has potential O/T partners looking elsewhere.

DLE lithium supply has been tarnished over the last 2 years with delay after delay. I 100% believe in DLE still but I do think because it would still be considered more of a concept by a lot of folks it is holding us back. I can't really see any other reason why local supply so close to newly built battery factories in tense geopolitical times has not been snapped up yet.

The sample sizes have always been of a poultry size Chris because to date ASN has not announced any good sized samples so unless you are suggesting larger samples have been produced but the market was not notified that may of happened but that would have been a good announcement IMO to boost the SP and confidence at any point of the timeline.

1 Q delay is acceptable although frustrating that is true. We will wait, the only down side is as each month passes confidence slips away which we need all the confidence we can get to boost the SP to where it should be,