Next 90.Days

Just looked at the various announcements and I thought I would list the items we can expect.

1. UK feasibility study due March 21. See Nissan announcement and MT tweet. Maybe an offtake announcement? NPV of $1bn to $3bn for 200k anode

2. Talnode Si had a 10x demand increase for samples. Feasibility study due March 21 to consider a stand alone refinery. What's the size, what's the NPV. Since graphene has been included for the scoping study at around 9 tonnes. Although having various uses, I think a minimum of 20k tonnes or maybe lets be outrageous at 80k tonnes. NPV pf anything between $1.5bn and $5bn

3. Expanded drilling to upgrade Vitangi to over say 50m . So total Jorc at least 100m

4. Confirmation of the size of pilot plant. Name plate was 200 to 500 tonnes. MT at AGM stated they were now looking at "several thousand tonnes" due to demand.



5. DFS which will combine dfs @ 19k, plus scoping of Niska, plus talnode si. NPV best case will be approaching $10bn NPV IMO

6. Did miss anything?

Lots of announcements me thinks, sharp SP appreciation AND probably a US listing via SPAC to catch the Biden wave

Irrespective we have strong news stream and current prices will be history very soon.