Petemate thanks for posting this.
Interesting to hear the auction platform is being played around with and sounds like its ready to kick off in the very near future. Near the end of the presentation Ken introduces the Strategic Plan-on-a-page. Here he states "Vertical Integration in the spodumene world makes perfect sense" yet curiously he makes no mention of Posco.
So whats this indicating?
Are there better offers on the table elsewhere?
Maybe for the meantime the auction route is likely to be more lucrative?
I understand they have said there will be an announcement this quarter re Posco.
Overall a pretty gung ho presentation. Lots of demand, production to step up all very positive but I'm still scratching my head on Posco. Whatever way the company chooses to go, the future is looking bright for shareholders.
Good News & Bad News, page-1455
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