No doubt we have to transition to the this next level and pivot...

No doubt we have to transition to the this next level and pivot from pilot to demo to small scale commercial and then large scale commercial development.

The timelines set by the company seem reasonable and it feels to me we are so close to comercialising.


This next phase to grow the demo plant to small scale commercial is within grasp, but it will be capital intensive.

No where near as much as bringing a mine online, but still a decent amount which is beyond our coffers at the moment.

I think the market also recognises this, and must be first and foremost on our management's agenda.

Partnerships, offtakes and government funding is within reach...and now particularly after the EU's report into the Chinese EV supply chain is the time to strike.
Ford, GM, Stellantis, the German's, the Japanese....the legacy players in the auto industry are a generation or 2 behind the Chinese, and cannot compete on price or on product.

This is the wake up call the EU had to have, to fully comprehend the extent of China's lead here, and looming dominance in the sector.

Tariffs can only work for so long and go so far.

The Chinese are already imposing retaliatory tariffs on EU sovereign states, which here in Australia we have been the subject of and witnessed first hand.

I' m tipping our management is abroad and trying to capitalise on the EU's realisation of just how heavily subsidised the Chinese supply chain is, which should be the push they need to finally fund key strategic projects, which is definitely what we are evolving into.

So Tim and Brett, keep beating that drum, make it loud and clear...we need cash to get to the next level, and just like the Chinese have with their own, we need your help and support to get us there.

And in return, we can provide secure, domestic, ESG compliant, CRMA compliant supply and will support EU manufacturing and defence for decades to come.