Current thoughts on ADV?, page-15

I agree with most of what you have said there but i will dispute the time line on explorer to miner and the 5 years to 50c - $1.00 as well.

All i will say is refer to PLS.

Take a look at the pricing history and the time its taken to this point, with their DSO agreement they will be explorer to miner in 2.5 - 3 years.

If the goods are in the ground then the right investors will be brought on board and this puppy will be up and running arguably 2 years faster than the suggestion.

Not to say this is what will happen, just what can..

And if this is the Canadian equivalent to PLS, then the outcome will be better because a) we have graphite and b) the market will be begging for supply and people will have realized the value of hard rock close to surface open cut Lith miners

Only other thing i can suggest is that we need chemical convertors in the US or very near by to supply the likes of Tesla and to my knowledge, there are none so it may have to go to china first or we will need to vertically integrate or JV with someone to sort that part of the market out..


Of course this is all speculation and im not having a shot at your statements just a different perspective.

Im hoping this is as big as PLS and the grades are better, people will flock here..

All just my thoughts, hopes and dreams for ADV holders