In the AGM presentation (thanks @chrism68 for posting the...

In the AGM presentation (thanks @chrism68 for posting the recording), DC stressed the goal of getting into production as soon as possible a number of times. An interesting watch given the subsequent CR and pivot to an expedited poduction timeline.

On the question of binding offtakes, DC's comments were very interesting..

- 'we want to be particularly careful in working out good long term agreements with our offtake partners..'
- 'we truly believe that the industry will continue to grow and we want to take advantage of some of the significant increases in price in what we expect to see in the commodity itself..'
- 'we really don't want to undersell what we're doing just to perhaps make a "quick splash"'
- 'we really want a good long-term agreement'
- 'in terms of where the market's going supply is only getting tighter, so our position as a supplier only get's stronger with time'

The above IMO, is a big deciding factor in why the focus on getting into flake concentrate production sooner. Plan to produce the higly sought after -100 mesh flake directly to an insatiable market in 2024 with CAPEX covered by COH/Govt funding/possibly Anode manufacurer equity investments. When it comes time to sit back down at the negotiating table with Offtakers, the increasing undersupply situation will ensure Renascor will indeed be in a stronger position.

GLA