The last interview Scott mentioned they were hoping to have Maiden resources for 4-5 of the targets Q1/Q2 next year.
So i think well get some decent announcements regarding that on top of PFS (which will hopefully include as many of those resources as possible), and then a signed JV with ecopro.
But I think Scott as some have mentioned might be angling more to be a production hub and actually do deals with LG and or Samsung also.
That could get really exciting if we can position ourselves as a south east Asian production hub for cathode for multiple major global suppliers.
that kind of plan gets off the ground and you start thinking $4-$6 in 2-4 years.
Plan is solid, market just doesn't believe the ability to execute it ……. yet.
PFS and JV help de-risk that for many. Im happy to be in now and wait for that re rate and take on the current execution risk at this stage relative to what we are paying for stock.
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