General Discussion, page-1209

I might suggest the AGM some 6 weeks there about after this would be an exceptional opportunity face to face (if anyone or better several persons in attendance) to really present some serious questions. Misled with timelines and new timelines invited increased shorting - very, significant changes (ECE) which initially invited the shorts - those two alone demonstrate management were certainly not positioned to advising FID or FINANCIAL CLOSE timelines and now - cashed up from large CR we now hear wonderful positive progress on site works - and basic Foff retail - you'll know when we want you to - far cry from the transparency provided to very long term holders - supportive - hands in pockets in many previous CR's - now it's "we are big time now - we are cashed up.

How many times are we to hear of the well over 100% PrNd 4400t product - last reported 170% - does this not make for a rapid close on such being in such a position of strength - yes we know you are trying to deliver the best outcome for share holders - delivering the best outcome for share holders is delivering final offtakes for which you say you have very high demand and then wrapping up finance 900+usd million.

The list of questions could grow substantially - first call is anyone "s" positioned to attend AGM? The more people - the more questions the more answers - possibly. No BS in renewables market sector being challenged - ARU were one that was extremely well positioned - well we were advised that. At this rate 2025 when demand will spike high - we will be still negotiating haha - out of cash looking at a fancy camp site - might become airbnb hosts.

On another note. PrNd pricing unchanged - 5 days now - perhaps they have found their sweet spot! current price equivalent to $100aud kg thanks again to low AUD.

And another note - Thai news just showing 30 persons from a Mynamar mine - the end corner pit wall had collapsed (inadequate stoping) trapping those workers below and now flooded at depth with the dewatering pumps swamped. This is awful - these mines provide massive concentrate to China's REO refineries - and it's exactly what the west continues to discuss regarding ex China supply and ESG compliance - to much talk and only US backing the talk - EU and others happy to keep buying cheap Chinese supply underneath it all. RIP the poor workers and hearts out to families.