Sentimet, none - disclosure, not held - profile not availbee, page-12

Lg and Auz should lock in prices.

Nickel and cobalt could keep skying rocketing and it is to expensive for LG to use or nickel and cobalt prices could come down and Sconi might not be viable.

At current prices $15 a pound for nickel and $37 for cobalt where Auz needed $7 and $30 for Sconi to be viable is well and truely fundable and short pay back periods.

depends if can get any or a big loan from Naif or equity investment where pay back periods are over long term taking pressure of fluctuating commodity prices.

The price Auz and LG should lock in for Sconi are
$12 lb for nickel and $30 for cobalt.
Should make the offtake terms for 10 years
100,000 tonne nickel and 10,000 cobalt
Both parties win Auz would be guaranteed funding and government support and LG have safe esg friendly guaranteed supply of battery grade nickel and cobalt and can know exactly the price they pay.

That's $3.2 billion guaranteed for Sconi over 10 years with only Sconi Nickel and cobalt. $800 million pay back will be easy.
Add in Scandium, bell creek, Flemington Auz might have a chance for SP to increase.

Looking at other nickel and cobalt companies in same place are $300 million market cap and some lithium plays that are not producing with similar expected cash turn overs are $1.5 billion to $5 billion .
Have to say how is Auz still under $100 million market cap and if pulls all this off what could market cap be?

$1-2 billion at least. hopefully with not much more dilution.