"The focus has really been on utilizing the incredible opportunity at the conference that everyone is in Toronto at once, particularly in relation to potential strategic partners. We've been looking around for a strategic partner uh and engaging with many of them since we published our pea last year, so it's been a great week of meeting after meeting and bringing close to that opportunity to engage a strategic party before we exercise the option for Renard uh in August- there's two main themes that almost every conversation at least covers , one is what's Trump going to mean for our industry and the world of mining industry there's a North American Focus particularly for critical minerals which may benefit us but then conversely there's also the Tariff issue which makes Canada more independent so with projects in North America in general but particularly in Canada I think that's going to be very positive for us. Everyone agrees lithium is at a bottom in terms of pricing and it's just a matter of when it picks up - the demand is certainly there and everyone's predicting shortfalls within the next 12 to 24 months due to the energy storage system buildup - some predictions are saying that by 2030 energy storage systems will take up as much lithium as as Mobility so I think they're the two themes that most people have covered - although it's hard to do I think don't focus on the current commodity pricing because the strategics I've been speaking to here certainly aren't - the focus is the looming Supply deficit by 2027 at the latest and how that's going to be filled - strategic parties who need lithium know there's going to be a shortfall and hence the very meaningful conversations we're having in advancing that"
WR1 Price at posting:
27.5¢ Sentiment: Buy Disclosure: Held
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