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InItEarly

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03/07/24

18:28

Post #: 74593604
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Originally posted by triage: ↑

A couple of things: Chris Evans has said that the product from Adina will go south along the Route 167, not north then west on the trans-taiga road. That is whether or not they go for the Renard option.

Second thing is that Winsome gave an updated estimate of start of Adina operations in the presentation their Canadian rep gave at the end of May. They brought the start date forward to 2029 to 2030. I've not got time now but back in early June I posted a snip of the slide from the presentation where they provided that information. Maybe later tonight I will post that slide again. I think some of the hc guesstimates for when Adina would get into production have been overly heroic but I also think that Renard is such a boon to the Adina project that Adina should be on the crest of the next generation of Canadian spodumene producers by moving into production this decade.

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That slide was for greenfields.

You might also note that in episode 3 of the latest videos CE said that he expects that the production date will surprise most people.

2027.

WR1 Price at posting: 74.0¢ Sentiment: Buy Disclosure: Held
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