No Worries. I regularly check twitter for $SZZL and found this podcast that way.
I hadn't noticed the editing on 1st listen but I don't imagine it would be anything out of the ordinary.
A couple of things I found interesting was :
- the extra 1.5ktpa of hydroxide expected production above the 9ktpa committed to BMW would be worth approx $100m aud per year at current spot prices.
- At least one interviewer seemed not to realise that the Ukraine assets are not included in the CRML listing. This could add some US investor interest to the ASX EUR listing.
It wouldn't surprise me if Tony is planning on spinning off the Ukraine assets into CRML at an opportune time (assuming the NASDAQ listing goes to plan). Tanbreez may also be a contender in the future.
EUR Price at posting:
10.3¢ Sentiment: Buy Disclosure: Held
(20min delay)