That was my view after reading the DFS as well.Someone asked the...

That was my view after reading the DFS as well.

Someone asked the below question on the Rho Motion webinar last night and Mark talked about how it's still a chicken and egg situation for Talga when dealing with many of the OEMs. They know they need the supply but don't appreciate the time it actually takes to build the capacity. The supply deficit Benchmark Minerals Intelligence highlighted will be a rude awaking to their EV targets if they don't pull the trigger, invest big $$ and secure their supply NOW!

I took that to be more of a friendly warning to get their ass into gear and execute the Talga agreements that are sitting on their desks more than anything.

MT knows they need it, and knows they will sign because they have to if they have any chance of meeting their own goals. He has planned for this in the DFS but can't officially finalise the full scale up plans and release to the market until the ink is dry. We are getting very very close!