HUGE - VW to launch 80 e-models by 2025, page-58

Hi BF,

Thanks for the info and contribution.

Assuming the latter option in your post is the preferred pathway for Birimian's resource, the ULTIMATE question is whether the processor will be the Korean or Japanese battery manufacturers. Bold from the recent presentation below.

"Integrated refinery model being evaluated as an option in Goulamina PFS
– Higher sustainable long term margins offsets additional upfront capex
– Diversifies geographical customer base, larger proportion of Japanese/Korean cathode producers vs China dominated spodumene conversion facilities."


My gut feel is a Korean manufacturer (and we know who they are) but happy for a Japanese giant to considered as well.

One things for sure and that is we have the best board possible to choose the right pathway to maximise shareholder value bar none.

Good luck to all of us going forward.