G'day BSMers, I attended the energy and battery conference last...

G'day BSMers, I attended the energy and battery conference last week here in Brisbane. Tim and Peter did an excellent job promoting the company and updating the market. I have had very professional and informative email contact with Tim in the past, and in person the directors are just as affable and forthcoming with information.

Sorry if this is old news, but the plan is to acquire a second drier (12,000 t/pa) to have 24,00 t/pa capacity ready to meet that goal of 20,000 t/pa.

They brought along some high purity spodumene crystals from Millies reward for us to look at. 7% Li2O is crazy good, let's hope there is a lot there.

They distributed the Baillieu Holst report. If anyone didn't review this when released in Feb - it is a good read (available on BASS website, under 'investors' then 'research notes', it's the second document listed. The report gives some details re the calculation of production cost estimates. The reported pricing estimates for the product seem reasonable/conservative for the predicted mix of large/jumbo flakes.

GLTAH
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