Running discussion on SP, page-20065

My notes form audio:

1. Mention of tin upfront and fact that it isn't factored into project economics.
2. Startup, if all ducks in a row, including transport of product, then looking at somewhere between 2 and 5 Mtpa ... and ability to flood the market if so desire ... "we could probably flood the market and control the market"
3. Not constrained by size of resource
4. Biggest hurdle is transport, "which may in the near find us looking at a hydroxide plant to be tacked onto the back of the concentrate plant" run as a concentrate plant for a few years and tack a hydroxide plant onsite.
5. Level of interest from battery manufacturers increasing now that 5 Mtpa option is on table.
In next few months
6. Met testing of 13 t of core
6. Engaging with engineering groups fairly soon for design of 3, 4 or 5 Mtpa
7. Site works to dewater pit continuing, still waiting for pump, sourcing other pumps, environmental approvals in place for that work.
8. Securing other non-mining assets for full control of access to area.
9. DFS work.
10 Appoinment of new chairman.

This is my interpretation of the audio and nothing really new, but he sounded the most confident that I've heard.

GLTAH