OverviewSeems we were victims of a (perfect storm of events)...

Overview
Seems we were victims of a (perfect storm of events) short attack and Steve selling out as well as retail (and perhaps also instos - my opinion)
Steve notified Stu via email when he is overseas - says a lot about him and indicates he was not happy with the role offered as were in midst of negotiations

Key catalysts - key points in my mind in bold.

My notes of meeting below
Supply deficit - lots of interest. Stu is in Washington at a conference at the moment
There is much interest in off take if current off takers fall over!!
50kt of high purity product
Lilac demonstration plant in warehouse and will be onsite at Kachi mid July - Lilac have 8-10 people onsite and stand to benefit if successful. Lilac also one of 6 in Bolivian demo trial
Drilling at other sites - looking to appoint someone to lead this shortly
Will look to bring other projects on in parallel !
Stu off to London to discuss finance

Vulcan announcement today is very positive indicator - (many on hc think Ford may take a position)

New appointments - market will be impressed by exceptional calibre (emphasised this a couple of times). Shortlist by end of next week and announce thereafter

Head office will be in Miami as nice place for families, well connected with latin speakers and direct flight overnight to arrive 6 am in Buenos Aires and avoid long haul flights from Australia etc. Need to centralise to avoid timezone and travel issues and be close to markets ie financial etc

Expect off take announcement in a month ie end of July
Carbonate (final product) will be produced in California circa Sept at pilot plant

Short sellers do so at their own risk as lots of catalysts for share price = lots going on
Sustaninability report - water useage and carbon footprint - water usage will impress market - lots of scuttlebutt about this in the market
No major instos on register but a number have a position - just not over 5% as yet

Am sure there are other points missed but that is my take on key points