hey @Franna, yes I managed to dial into the call this morning...

hey @Franna, yes I managed to dial into the call this morning after waking up a couple of minutes beforehand so my recollection may be a little bleary.

In terms of Steve's update, much of the content was stuff we already know about e.g. offtake negotiations with Ford & Hanwa still progressing, ESIA still on track for Q2, DFS expected in Q3, key tech partnership with Lilac, plan to wet & dry commission demo plant then run for 3-4 months

In terms of new stuff, my key takeaways were:

• demo plant is in Buenos Aires going through customs but no specific timing for clearance
• there are plans to put any excess product on spot market (Steve referred to PLS BMX auction approach which i thought was interesting considering I thought all production was spoken for between the 2 planned offtakes)
• I asked about mitgation of supply chain and inflation risk and Steve advised some exposure to steel and indicated engagement of EPCM contactor and early ordering of long lead time items
• potential PFS for a 2nd project by end of year with more info about its resources early next year

Steve didn't sound like his normally bubbly self and think he might be unwell.

Steve, if you are reading this, hope you get better soon!