Ok so just finished watching the live feed of the presentation - nothing that most of us don't already know
Key points made
- PEA released "this" month - no indication of when this will be
- USA looking likely to take our product as mentioned they have a shortfall of feed for the infrastructure there
- Resource hoping to get to 65-80MT and eventually 100MT all things going well
- 100kt LCE per annum required to make it a Tier 1 project
- DMS plant - same construction mob as Sigma and lower Capex required
- Braziian government very supportive of the project and others - province same as West Australia in relative terms
- Decent mention of Peter Oliver and his credentials to take us from explorer to producer
- Mentioned the path of Sigma and quick turn around of building plant - pretty sure it was 1 year?
- Same consultants etc as Sigma working on PFS and then DFS
Unless I've missed something that was what I got out of it - onwards and upwards!
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