A good AGM Chair Address and CEO Presentation - well done!
There are nerves about this being a new industry for WA/Australia and the unknown that comes with that. Having S04 fall over didn't help in any way.
The 2 big slides from the presentation were the tested grade/purity and the plant diagram/commissioning status. The team come across well and have the right knowledge/approach for me.
Transport became a big issue a couple of months ago with the TOLL issue, but seems to be enough backload to Kwinana that it is a 'no issue'
No reason for this not to jump back to mid-20s fairly soon. Clever buying from now will make this a nice long term play.
GLTA
A good AGM Chair Address and CEO Presentation - well done!There...
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