Last Presentation was on Aug 8 - Q2 Earnings Call. At the time...

Last Presentation was on Aug 8 - Q2 Earnings Call. At the time this is what the 2024 Catalysts were shown as



I've ticked the box for NAL MRE as that happend Aug 8

Ewoyaa not under our control and this is their catalyst from Africa Down Under preso by KM



While Mining Lease Ratification is a big thing from a "de-risking POV" that doesn't have the look of 20% move in PLL share price.

IMO from Ewoyaa project POV securing funding for our capital contribution to the project would have that effect. Hard to believe it could be the OTA given Atlantic were doing this prior to PLL - but anything's possible.

"For our Ewoyaa joint venture in Ghana, we have mandated the financial advisor to help secure our share of the project’s construction capital, that process has kicked off and the early feedback from potential off-take partners is very encouraging. With approvals at Ewoyaa ongoing, we expect advances to Atlantic Lithium to reduce in the near-term, and since the off-take from Ewoyaa will no longer be required as feedstock for Tennessee Lithium, an off-take partner funding opportunity has been created for Piedmont."

That was in opening comments by KP on Q2 Earnings call and as a reminder A11 looking for prepay in vicinity of US$75- US$100 to secure supply for a 3-5 year OTA.

Which leaves CLP

"With the receipt of the Carolina state mining permit, we’ve taken the opportunity to re-engage in active discussions with potential strategic partners. As you might imagine, the idea of an integrated spodumene hydroxide project in the South-eastern United States holds great appeal for a number of important players in the supply chain. In the near-term, our key areas of focus will be funding, permitting and approvals; however, we are progressing our development of Carolina on a conservative timeline with an eye on the dynamic market conditions."

and then this in Q&A (re CLP)

"But ultimately from a capital perspective — and it’s a large capital project, we’re kind of advancing toward the position where we’ll put funding in place, but that’s not going to happen this year, in this environment; it’s just not the right environment for us to lock in funding. We don’t have a set timeline for Carolina at this stage, but I would say FID is very unlikely to happen in the next, say 24 months, just because the funding process will take that long and we’re working on a measured pace for that."

That statement sort of suggests anything related to CLP funding is premature - but I guess its always dependent on how it is structured.