Thanks for your input @Banjoj Kalkine Media report.US CM.pdfWhat...

Thanks for your input @Banjoj

Kalkine Media report.
US CM.pdf

What I do fine a tad interesting right now is funding and some possible pointers. I see our friends at Illuka have been funded to the tune of $1b by the Australian tax payers, reported in todays AFR. It is interesting that 4 CEO's accompanied Tehan on the US critical minerals meetings following Bidens confirmation of critical minerals status, does not get much higher than a war footing requirement level. COB's CEO was one of the 4, one could expect he would be cognoscente of various funding options and fortunately for COB our CEO is well versed in finance given his senior roles in PWC, Deutsche Bank etc.

Cheers
Phil.