May 30th Investor Webinar

Enjoying the regular webinars. As usual very confident presentation. Lots to note in no particular order:

• Big US delegation currently visiting Sweden interested in supply chain/critical minerals
• Usual emphasis on the extremely technical qualification process underway that requires much legal input in terms of risk/quality as opposed to just supplying raw/refined minerals
• graphene products qualification/development never went away, just took a back seat to anode.... and TLG needs to provide a proper packaged update of progress for coatings, paper, industrial products etc.
• EIB likely to cornerstone the debt funding..... well advanced
• MT emphasising the "process" with regard to appeals and processing plant decision. Necessary evil and nothing more than that......
• Share price.... mentioned at the outset.... acknowledged the reduced market cap and global "recessionary environment" and seemed slightly miffed I think given the ongoing progress
• upcoming milestones...... moving beyond appeals and turning sods at the mine and refinery..... debt finance.
• Much much more... but will leave for others
  

Overall..... what an opportunity to accumulate with some near term catalysts pending and minimal down side risk.... yes please